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Vanguard Small-Cap Value ETF shares owned by truNorth Financial Services

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

Historical chart of truNorth Financial Services 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 Financial Services 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 Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $809k 3.7k 217.23

More positions owned by truNorth Financial Services

Ishares Tr Etf (DGRO)
Schwab Strategic Tr Etf (SCHD)
Vanguard Whitehall Fds Etf (VYM)
Wisdomtree Tr Etf (DLN)
Spdr Gold Tr Etf (GLD)
Vanguard Scottsdale Fds Etf (VCSH)
Ishares Silver Tr Etf (SLV)
Spdr Series Trust Etf (SDY)
Vanguard Specialized Funds Etf (VIG)
State Str Spdr S&p 500 Etf T Etf (SPY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Etf (PKW)
Apple (AAPL)
State Str Spdr Dow Jones Ind Etf (DIA)
Orrstown Financial Services (ORRF)

View all positions for truNorth Financial Services

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF