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Vanguard Small-Cap Value ETF shares owned by Whitaker-Myers Wealth Managers

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

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 63k 191.88
2023-12-31 $9.7M 54k 179.97
2023-09-30 $7.7M 49k 159.49
2023-06-30 $6.8M 41k 165.40
2023-03-31 $5.6M 36k 158.76
2022-12-31 $4.5M 29k 158.80

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Whitaker-Myers Wealth Managers

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
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF