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Vanguard Small-Cap Value ETF shares owned by Wealth Advisors of Iowa

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

Historical chart of Wealth Advisors of Iowa 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 Wealth Advisors of Iowa 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 Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 928 217.17

More positions owned by Wealth Advisors of Iowa

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Index Shs Fds State Street Spd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Min Vol (USMV)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (BIL)
American Centy Etf Tr Quality Divrsfed (QINT)
Spdr Series Trust State Street Spd (SPYG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Min Vl (EFAV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for Wealth Advisors of Iowa

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF