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Vanguard Small-Cap Value ETF shares owned by Coastwise Capital Group

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

Historical chart of Coastwise Capital 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 Coastwise Capital 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 Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 1.3k 191.83
2023-12-31 $221k 1.2k 179.97

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View all positions for Coastwise Capital 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