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Vanguard Small-Cap Value ETF shares owned by Tandem Financial

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

Historical chart of Tandem 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 Tandem Financial 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 1.2k 209.64

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tandem Financial

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
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Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF