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Vanguard Small-Cap Value ETF shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital 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 TruNorth Capital 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $986k 5.4k 182.51
2024-03-31 $254k 1.3k 191.83

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for TruNorth Capital Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Mather Group
Goldman Sachs Group
Axiom Advisory
Sei Investments
Essex Financial Services
LPL Financial
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF