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Vanguard Small-Cap Value ETF shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth 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 White Wing Wealth 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 White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 1.2k 200.85
2024-06-30 $314k 1.7k 182.49
2024-03-31 $1.6M 8.5k 190.16
2023-12-31 $3.6M 20k 177.93

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for White Wing Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Mather Group
Rsm Us Wealth Management
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF