Vanguard Small-Cap Value ETF shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors 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 BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 1.3k | 208.73 |
| 2025-06-30 | $257k | 1.3k | 195.03 |
| 2025-03-31 | $248k | 1.3k | 186.31 |
| 2024-12-31 | $320k | 1.6k | 198.13 |
| 2024-09-30 | $276k | 1.4k | 200.81 |
| 2024-03-31 | $206k | 1.1k | 191.92 |
| 2023-03-31 | $207k | 1.3k | 158.81 |
| 2022-12-31 | $226k | 1.4k | 158.81 |
| 2022-09-30 | $208k | 1.5k | 143.45 |
| 2022-06-30 | $220k | 1.5k | 149.97 |
| 2021-06-30 | $254k | 1.5k | 173.62 |