Vanguard Small-Cap Value ETF shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 25k | 208.72 |
| 2025-06-30 | $3.6M | 18k | 195.01 |
| 2025-03-31 | $3.2M | 17k | 186.29 |
| 2024-12-31 | $1.4M | 7.1k | 198.18 |
| 2024-09-30 | $1.4M | 6.8k | 200.79 |
| 2024-06-30 | $1.2M | 6.6k | 182.51 |
| 2024-03-31 | $4.1M | 22k | 191.88 |
| 2023-12-31 | $3.2M | 18k | 179.97 |
| 2023-09-30 | $2.3M | 14k | 159.49 |
| 2023-06-30 | $809k | 4.9k | 165.40 |
| 2023-03-31 | $790k | 5.0k | 158.77 |
| 2022-12-31 | $701k | 4.4k | 158.81 |
| 2022-09-30 | $614k | 4.3k | 143.39 |
| 2022-06-30 | $455k | 3.0k | 149.87 |
| 2022-03-31 | $544k | 3.1k | 175.94 |
| 2021-12-31 | $575k | 3.2k | 178.74 |
| 2021-09-30 | $742k | 4.4k | 169.25 |
| 2021-06-30 | $761k | 4.4k | 173.51 |
| 2021-03-31 | $678k | 4.1k | 165.57 |
| 2020-12-31 | $588k | 4.1k | 142.20 |
| 2020-09-30 | $3.6k | 29 | 123.21 |
| 2020-06-30 | $3.1k | 29 | 108.55 |
| 2020-03-31 | $5.4k | 60 | 89.18 |