Vanguard Small-Cap Value ETF shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $769k | 3.7k | 208.69 |
| 2025-06-30 | $722k | 3.7k | 194.99 |
| 2025-03-31 | $674k | 3.7k | 182.01 |
| 2024-12-31 | $745k | 3.8k | 198.16 |
| 2024-09-30 | $757k | 3.8k | 200.76 |
| 2024-06-30 | $697k | 3.8k | 182.50 |
| 2024-03-31 | $720k | 3.9k | 184.22 |
| 2023-12-31 | $730k | 4.1k | 179.95 |
| 2023-09-30 | $628k | 3.9k | 159.47 |
| 2023-06-30 | $650k | 3.9k | 165.38 |
| 2023-03-31 | $621k | 3.9k | 158.74 |
| 2022-12-31 | $621k | 3.9k | 158.78 |
| 2022-09-30 | $561k | 3.9k | 143.48 |
| 2022-06-30 | $604k | 4.0k | 149.73 |
| 2022-03-31 | $724k | 4.1k | 176.03 |
| 2021-12-31 | $754k | 4.2k | 178.84 |
| 2021-09-30 | $714k | 4.2k | 169.35 |
| 2021-06-30 | $735k | 4.2k | 173.55 |
| 2021-03-31 | $681k | 4.1k | 165.53 |
| 2020-12-31 | $568k | 4.0k | 142.32 |