Vanguard Small-Cap Value ETF shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 13k | 208.71 |
| 2025-06-30 | $2.5M | 13k | 195.02 |
| 2025-03-31 | $3.7M | 20k | 186.29 |
| 2024-12-31 | $3.1M | 16k | 198.18 |
| 2024-09-30 | $3.0M | 15k | 200.78 |
| 2024-06-30 | $2.8M | 15k | 182.53 |
| 2024-03-31 | $2.3M | 12k | 191.89 |
| 2023-12-31 | $2.1M | 12k | 179.98 |
| 2023-09-30 | $2.2M | 14k | 159.50 |
| 2023-06-30 | $1.8M | 11k | 165.40 |