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Vanguard Small-Cap Value ETF shares owned by Vista Wealth Management Group

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

Historical chart of Vista Wealth Management 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 Vista Wealth Management 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 1.2k 200.75

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Nu Hldgs Ord Shs Cl A (NU)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Datadog Cl A Com (DDOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

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
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF