Yoder Wealth Management »

Vanguard Small-Cap Value ETF shares owned by Yoder Wealth Management

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

Historical chart of Yoder 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 Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 1.5k 200.78
2024-06-30 $265k 1.5k 182.52
2024-03-31 $278k 1.5k 191.88
2023-12-31 $261k 1.5k 179.97

More positions owned by Yoder Wealth Management

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Airbnb Com Cl A (ABNB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Yoder Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

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

View all funds holding Vanguard Small-Cap Value ETF