Vanguard Small-Cap Value ETF shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp 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 Bp Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $318k | 1.5k | 211.76 |
| 2025-09-30 | $313k | 1.5k | 208.68 |
| 2025-06-30 | $217k | 1.1k | 194.97 |
| 2024-12-31 | $555k | 2.8k | 198.16 |
| 2024-06-30 | $588k | 3.2k | 182.50 |
| 2024-03-31 | $1.1M | 5.8k | 191.86 |
| 2023-12-31 | $1.4M | 7.6k | 179.96 |
| 2023-09-30 | $859k | 5.4k | 159.51 |
| 2023-06-30 | $1.1M | 6.5k | 165.39 |
| 2023-03-31 | $1.6M | 9.8k | 158.76 |
| 2022-12-31 | $1.5M | 9.6k | 158.79 |
| 2022-09-30 | $495k | 3.5k | 143.57 |
| 2022-06-30 | $566k | 3.8k | 149.92 |
| 2022-03-31 | $1.1M | 6.1k | 175.96 |
| 2021-12-31 | $2.1M | 12k | 178.87 |
| 2021-09-30 | $4.3M | 25k | 169.24 |
| 2021-06-30 | $5.0M | 29k | 173.66 |
| 2021-03-31 | $2.9M | 18k | 165.62 |
| 2020-12-31 | $348k | 2.4k | 142.10 |
| 2020-06-30 | $115k | 1.1k | 106.19 |
| 2020-03-31 | $104k | 1.2k | 88.51 |
| 2019-12-31 | $1.2M | 8.9k | 137.07 |
| 2019-09-30 | $343k | 2.7k | 128.80 |
| 2019-06-30 | $309k | 2.4k | 130.49 |