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Vanguard Small-Cap Value ETF shares owned by USAdvisors Wealth Management

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

Historical chart of USAdvisors Wealth 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 USAdvisors Wealth 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 9.8k 208.64
2025-06-30 $1.8M 9.0k 194.93
2025-03-31 $1.8M 9.4k 186.21
2024-12-31 $1.6M 8.3k 198.07

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ) (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Invesco S&p Small Cap Momentm Etf S&p Smlcp Moment (xsmo) (XSMO)
Spdr S&p 500 Etf Tr Unit (spy) (SPY)
Pimco Active Bond Etf (BOND) Active Bond ETF (BOND)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Columbia Research Enhanced Cr Etf Recs (RECS)
Wisdom Tree U S Value Etf WTV (WTV)
Invesco Total Return Bond Etf Ttl Return Bnd Etf (gto) (GTO)

View all positions for USAdvisors Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF