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Vanguard Small-Cap Value ETF shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions 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 Retirement Financial Solutions 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 85k 191.88
2023-12-31 $14M 77k 179.97
2023-09-30 $11M 71k 159.49
2023-06-30 $10M 60k 165.40
2023-03-31 $8.1M 51k 158.76
2022-12-31 $7.8M 49k 158.80

More positions owned by Retirement Financial Solutions

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Retirement Financial Solutions

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