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Vanguard Small-Cap Value ETF shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $676k 3.8k 180.12

More positions owned by United Advisor Group

United Parcel Service (UPS)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Commerce Bancshares (CBSH)
Procter & Gamble Company (PG)
Amazon (AMZN)
Fs Kkr Capital Corp (FSK)
Schwab U S Small Cap ETF (SCHA)
Wal-Mart Stores (WMT)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Etf Ser Solutions (JUCY)
Home Depot (HD)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)

View all positions for United Advisor Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Hanson McClain Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF