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Vanguard Small-Cap Value ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $975k 4.9k 200.79
2024-06-30 $5.3M 248k 21.27
2024-03-31 $362k 1.9k 191.87
2023-09-30 $200k 1.3k 159.47
2023-06-30 $214k 1.3k 165.41
2023-03-31 $244k 1.5k 158.81

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View all positions for Strategic Financial Concepts

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