Tradewinds »

Vanguard Small-Cap Value ETF shares owned by Tradewinds

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

Historical chart of Tradewinds 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 Tradewinds 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 Tradewinds

Quarter filed Position value Share count Share price at filing
2024-09-30 $518k 2.6k 200.76
2024-06-30 $697k 3.8k 182.53

More positions owned by Tradewinds

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Series B Cl B New (BRK.B)
UnitedHealth (UNH)
Alphabet Inc Non Voting Cap Stk Cl C Cap Stk Cl C (GOOG)
Visa Inc Class A Com Cl A (V)
Pepsi (PEP)
Deere & Company (DE)
General Dynamics Corporation (GD)
Colgate-Palmolive Company (CL)

View all positions for Tradewinds

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