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Vanguard Small-Cap Value ETF shares owned by Waystone Advisors

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

Historical chart of Waystone 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 Waystone 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 Waystone Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 9.9k 211.79

More positions owned by Waystone Advisors

Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Waystone Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF