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Vanguard Small-Cap Value ETF shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $375k 2.0k 191.91
2023-12-31 $300k 1.7k 179.75
2023-09-30 $203k 1.3k 159.22
2022-09-30 $787k 5.5k 143.33
2022-06-30 $922k 6.2k 149.87

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

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