Wealth Group »

Vanguard Small-Cap Value ETF shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 1.2k 200.80
2024-03-31 $208k 1.1k 191.88

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
TJX Companies (TJX)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Truist Financial Corp equities (TFC)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Mastercard Incorporated Cl A (MA)
Duke Energy Corp Com New (DUK)
Meta Platforms Cl A (META)
Home Depot (HD)
Procter & Gamble Company (PG)

View all positions for Wealth 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