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Vanguard Small-Cap Value ETF shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial 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 TrueWealth Financial 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 TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 82k 179.97
2023-09-30 $13M 80k 159.49
2023-06-30 $13M 77k 165.40
2023-03-31 $12M 75k 158.76
2022-12-31 $11M 70k 158.80
2022-09-30 $9.8M 68k 143.40
2022-06-30 $10M 67k 149.83
2022-03-31 $12M 65k 175.94
2021-12-31 $11M 64k 178.84