Vanguard Small-Cap Value ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54k | 259 | 208.96 |
| 2025-06-30 | $69k | 354 | 195.11 |
| 2025-03-31 | $65k | 350 | 186.39 |
| 2024-12-31 | $64k | 321 | 198.11 |
| 2024-09-30 | $64k | 320 | 201.02 |
| 2024-06-30 | $58k | 319 | 182.78 |
| 2024-03-31 | $61k | 320 | 191.55 |
| 2023-12-31 | $61k | 338 | 179.96 |
| 2023-09-30 | $142k | 889 | 159.56 |
| 2023-06-30 | $147k | 891 | 165.38 |
| 2023-03-31 | $142k | 892 | 158.83 |