Vanguard Small-Cap Value ETF shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Atlantic Private Wealth 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 Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $141k | 673 | 208.76 |
| 2025-06-30 | $131k | 673 | 194.98 |
| 2025-03-31 | $125k | 673 | 186.26 |
| 2024-12-31 | $133k | 673 | 198.04 |
| 2024-09-30 | $135k | 672 | 200.85 |
| 2024-06-30 | $123k | 672 | 182.52 |
| 2024-03-31 | $129k | 672 | 191.88 |
| 2023-12-31 | $121k | 672 | 179.97 |
| 2023-09-30 | $107k | 672 | 159.49 |
| 2023-06-30 | $111k | 672 | 165.40 |
| 2023-03-31 | $162k | 1.0k | 158.83 |