Vanguard Small-Cap Value ETF shares owned by Barry Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Barry Investment Advisors
from 13F filings
Historical chart of Barry Investment Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Barry Investment Advisors 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 Barry Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 25k | 209.64 |
| 2025-06-30 | $4.8M | 25k | 195.92 |
| 2025-03-31 | $4.6M | 25k | 186.29 |
| 2024-12-31 | $4.9M | 25k | 198.18 |
| 2024-09-30 | $4.8M | 24k | 200.78 |
| 2024-06-30 | $4.1M | 22k | 183.54 |
| 2024-03-31 | $3.7M | 20k | 191.88 |
| 2023-12-31 | $2.8M | 15k | 179.98 |
| 2023-09-30 | $1.5M | 9.3k | 159.50 |
| 2023-06-30 | $947k | 5.7k | 165.40 |