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Vanguard Small-Cap Value ETF shares owned by White Knight Strategic Wealth Advisors

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

Historical chart of White Knight Strategic 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 White Knight Strategic Wealth Advisors 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 White Knight Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $224k 1.1k 198.18
2022-03-31 $208k 1.2k 176.12
2021-12-31 $231k 1.3k 179.21

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View all positions for White Knight Strategic Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF