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Vanguard Small-Cap Value ETF shares owned by Winter & Associates

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

Historical chart of Winter & Associates 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 Winter & Associates 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 Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 1.0k 219.40

More positions owned by Winter & Associates

Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
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Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF