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Vanguard Small-Cap Value ETF shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 27k 179.97
2023-09-30 $4.4M 28k 159.49
2023-06-30 $4.6M 28k 165.40
2023-03-31 $4.6M 29k 158.76
2022-12-31 $4.9M 31k 158.80

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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