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
Download as csvQuarterly 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 |
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