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Vanguard Small-Cap Value ETF shares owned by Wellington Capital Management

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

Historical chart of Wellington Capital Management 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 Wellington Capital Management 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 Wellington Capital Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $509k 2.6k 194.87

More positions owned by Wellington Capital Management

Microsoft Corporation (MSFT)
SEI Investments Company (SEIC)
Wal-Mart Stores (WMT)
Lowe's Companies (LOW)
Texas Instruments Incorporated (TXN)
Vanguard Index Fds Total Stk Mkt (VTI)
Novartis Sponsored Adr (NVS)
Mondelez Intl Cl A (MDLZ)
Johnson & Johnson (JNJ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Pepsi (PEP)
Western Digital (WDC)
McDonald's Corporation (MCD)
Select Sector Spdr Tr Financial (XLF)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Wellington Capital Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF