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Vanguard Small-Cap Value ETF shares owned by Aviso Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aviso Wealth Management from 13F filings

Historical chart of Aviso Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Aviso Wealth Management 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 Aviso Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $570k 2.7k 208.67
2025-06-30 $515k 2.6k 195.00
2025-03-31 $466k 2.5k 186.28
2024-12-31 $537k 2.7k 198.17
2024-09-30 $545k 2.7k 200.77
2024-06-30 $495k 2.7k 182.51