Vanguard Small-Cap Value ETF shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $745k | 3.6k | 208.79 |
| 2025-06-30 | $772k | 4.0k | 195.05 |
| 2025-03-31 | $663k | 3.6k | 186.13 |
| 2024-12-31 | $1.0M | 5.2k | 198.19 |
| 2024-03-31 | $1.0M | 5.3k | 191.97 |
| 2023-12-31 | $953k | 5.3k | 179.95 |
| 2023-09-30 | $972k | 6.1k | 159.50 |
| 2023-03-31 | $1.1M | 6.8k | 158.82 |
| 2022-12-31 | $972k | 6.1k | 158.85 |
| 2022-09-30 | $933k | 6.5k | 143.41 |
| 2022-06-30 | $969k | 6.5k | 149.79 |
| 2022-03-31 | $1.1M | 6.2k | 176.02 |
| 2021-12-31 | $1.2M | 6.6k | 178.85 |
| 2021-09-30 | $1.1M | 6.4k | 169.18 |
| 2021-03-31 | $1.0M | 6.2k | 165.64 |
| 2020-12-31 | $925k | 6.5k | 142.15 |
| 2020-09-30 | $763k | 6.9k | 110.69 |
| 2020-06-30 | $820k | 7.7k | 106.94 |
| 2020-03-31 | $753k | 8.5k | 88.76 |
| 2019-12-31 | $864k | 6.3k | 137.08 |