Vanguard Small-Cap Value ETF shares owned by BKM Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by BKM Wealth Management
from 13F filings
Historical chart of BKM Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by BKM 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 BKM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.4k | 208.73 |
| 2025-06-30 | $984k | 5.0k | 195.04 |
| 2025-03-31 | $897k | 4.8k | 186.32 |
| 2024-12-31 | $865k | 4.4k | 198.21 |
| 2024-09-30 | $893k | 4.4k | 200.82 |
| 2024-06-30 | $755k | 4.1k | 182.54 |
| 2024-03-31 | $714k | 3.7k | 191.90 |
| 2023-12-31 | $657k | 3.6k | 180.00 |