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Vanguard Small-Cap Value ETF shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Stephenson National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4k 37 200.78
2024-06-30 $6.8k 37 182.51
2024-03-31 $6.7k 35 191.89

More positions owned by Stephenson National Bank & Trust

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Value ETF Active Value Etf (JAVA)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
SPDR S&P Global Natural Resources ETF Glb Nat Resrce (GNR)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF