Vanguard Small-Cap Value ETF shares owned by West Branch Capital
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 9.6k | 191.89 |
| 2023-12-31 | $1.8M | 9.9k | 179.96 |
| 2023-09-30 | $1.6M | 10k | 159.48 |
| 2023-06-30 | $1.7M | 10k | 165.39 |
| 2023-03-31 | $1.6M | 10k | 158.76 |
| 2022-12-31 | $1.6M | 10k | 158.80 |
| 2022-09-30 | $1.5M | 10k | 143.40 |
| 2022-06-30 | $1.6M | 10k | 149.78 |
| 2022-03-31 | $1.8M | 10k | 175.97 |
| 2021-12-31 | $1.9M | 11k | 178.84 |
| 2021-09-30 | $1.9M | 11k | 169.24 |
| 2021-06-30 | $1.9M | 11k | 173.64 |
| 2021-03-31 | $1.9M | 11k | 165.63 |
| 2020-12-31 | $1.7M | 12k | 142.19 |
| 2020-09-30 | $1.4M | 13k | 110.66 |
| 2020-06-30 | $1.5M | 14k | 106.91 |
| 2020-03-31 | $1.3M | 15k | 88.79 |
| 2019-12-31 | $2.2M | 16k | 137.10 |
| 2019-09-30 | $2.0M | 16k | 128.88 |
| 2019-06-30 | $2.2M | 17k | 130.57 |
| 2019-03-31 | $2.2M | 17k | 128.74 |
| 2018-12-31 | $2.1M | 18k | 114.05 |
| 2018-09-30 | $3.7M | 27k | 139.37 |
| 2018-06-30 | $3.7M | 27k | 135.79 |
| 2018-03-31 | $3.5M | 27k | 129.42 |
More positions owned by West Branch Capital
Home Depot (HD)
View all positions for West Branch Capital