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Vanguard Small-Cap Value ETF shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$284k	1.4k	200.72
2024-06-30	$259k	1.4k	182.48

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Dimensional International Value Etf Etf (DFIV)

Dimensional International Core Equity 2 Etf Etf (DFIC)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Dimensional U.s. Equity Market Etf Etf (DFUS)

Vanguard S&p 500 Etf Etf (VOO)

Dimensional National Municipal Bond Etf Etf (DFNM)

Dimensional Us Small Cap Value Etf Etf (DFSV)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Apple Stock (AAPL)

Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

Dimensional Core Fixed Income Etf Etf (DFCF)

Innovator Us Equity Accelerated Etf Etf (XDSQ)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation

Morgan Stanley

Assetmark

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

Captrust Financial Advisors

Essex Financial Services

Mather Group

Aspiriant

Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF

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