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

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

Historical chart of BigSur 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 BigSur 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $570k 3.2k 179.95
2023-09-30 $503k 3.2k 159.47
2023-06-30 $519k 3.1k 165.37
2023-03-31 $1.2M 7.3k 158.77
2022-12-31 $3.0M 19k 158.80
2022-09-30 $2.7M 19k 143.40
2022-06-30 $2.9M 19k 149.82
2022-03-31 $3.3M 19k 175.93
2021-12-31 $3.1M 18k 178.86