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Vanguard Small-Cap Value ETF shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.9M 25k 198.18
2024-09-30 $5.9M 30k 200.78
2024-06-30 $5.3M 29k 182.52
2024-03-31 $7.9M 41k 191.88
2023-12-31 $6.4M 36k 179.97

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Apple Common Stock (AAPL)
Principal Financial Group Common Stock (PFG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Common Stock (IWB)
Ishares Common Stock (IVW)
Ishares Common Stock (IVLU)
Vanguard Common Stock (VEU)
Ishares Common Stock (IVE)
Schwab Common Stock (SCHM)

View all positions for Trust Point

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Raymond James Financial
Mather Group

View all funds holding Vanguard Small-Cap Value ETF