Vanguard Small-Cap Value ETF shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Aspen Wealth Strategies 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 Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 17k | 208.71 |
| 2025-06-30 | $3.3M | 17k | 195.01 |
| 2023-09-30 | $400k | 2.5k | 159.16 |
| 2023-06-30 | $358k | 2.2k | 165.43 |
| 2023-03-31 | $367k | 2.3k | 158.75 |
| 2022-12-31 | $290k | 1.8k | 158.78 |