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Vanguard Small-Cap Value ETF shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management 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 Straight Path Wealth Management 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 1.0k 211.79

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)

View all positions for Straight Path Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Valpey Financial Services
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF