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Vanguard Small-Cap Value ETF shares owned by Investmark Advisory Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Investmark Advisory Group from 13F filings

Historical chart of Investmark Advisory Group 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 Investmark Advisory Group 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 2.5k 191.87
2023-09-30 $246k 1.5k 159.47
2022-03-31 $66k 370 178.38
2021-12-31 $66k 370 178.38

More positions owned by Investmark Advisory Group

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Qualcomm (QCOM)
Home Depot (HD)
Abbvie (ABBV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
Pepsi (PEP)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Johnson & Johnson (JNJ)

View all positions for Investmark Advisory Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF