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Vanguard Small-Cap Value ETF shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8k 47 208.72
2025-06-30 $9.2k 47 195.02
2025-03-31 $8.8k 47 186.30
2024-12-31 $9.3k 47 198.19