Vanguard Small-Cap Value ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by TruWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $267k | 1.4k | 191.93 |
2023-12-31 | $248k | 1.4k | 179.94 |
2021-12-31 | $2.8M | 16k | 178.84 |
2021-09-30 | $2.6M | 16k | 169.26 |
2021-06-30 | $2.4M | 14k | 173.68 |