Vanguard Small-Cap Value ETF shares owned by Calton & Associates
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $638k | 3.0k | 211.78 |
| 2025-09-30 | $501k | 2.4k | 208.72 |
| 2025-06-30 | $294k | 1.5k | 194.98 |
| 2022-12-31 | $205k | 1.3k | 158.78 |
| 2022-03-31 | $802k | 4.6k | 175.84 |
| 2021-12-31 | $371k | 2.1k | 178.71 |
| 2021-09-30 | $502k | 3.0k | 169.19 |
| 2021-06-30 | $520k | 3.0k | 174.61 |
| 2021-03-31 | $480k | 2.9k | 165.75 |
| 2020-12-31 | $345k | 2.4k | 142.27 |
| 2020-09-30 | $229k | 2.1k | 110.57 |
| 2020-06-30 | $229k | 2.1k | 107.16 |
| 2017-12-31 | $223k | 1.6k | 138.17 |