Symphony Financial »

Vanguard Small-Cap Value ETF shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 864 242.99

More positions owned by Symphony Financial

Spdr Series Trust ST STR PR SP1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500val (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust St Inter Bd Etf (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Symphony Financial

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF