WCG Wealth Advisors »

Vanguard Small-Cap Value ETF shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 11k 180.01
2023-09-30 $1.7M 11k 159.48
2022-09-30 $363k 2.5k 146.67
2022-06-30 $318k 2.1k 149.65

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF