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Vanguard Small-Cap Value ETF shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $490k 2.7k 179.97
2023-09-30 $325k 2.0k 159.49
2023-06-30 $278k 1.7k 165.40
2021-12-31 $40k 240 166.67
2020-03-31 $18k 195 92.31
2019-12-31 $77k 565 136.28

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Amazon (AMZN)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Fds Consum Stp Etf (VDC)
Ishares Tr U.s. Med Dvc Etf (IHI)
Apple (AAPL)
Vanguard World Fds Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Us Consum Discre (IYC)
Visa Com Cl A (V)

View all positions for Stonebridge Financial Planning Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding Vanguard Small-Cap Value ETF