Vanguard Small-Cap Value ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 1.8k | 208.82 |
| 2025-06-30 | $362k | 1.9k | 195.04 |
| 2025-03-31 | $348k | 1.9k | 186.20 |
| 2024-12-31 | $370k | 1.9k | 197.97 |
| 2024-09-30 | $375k | 1.9k | 200.64 |
| 2024-06-30 | $341k | 1.9k | 182.45 |
| 2024-03-31 | $357k | 1.9k | 192.04 |
| 2023-12-31 | $333k | 1.9k | 179.81 |
| 2023-09-30 | $295k | 1.9k | 159.29 |
| 2023-06-30 | $306k | 1.9k | 165.23 |
| 2023-03-31 | $294k | 1.9k | 158.75 |
| 2022-12-31 | $294k | 1.9k | 158.75 |
| 2022-09-30 | $266k | 1.9k | 143.63 |
| 2022-06-30 | $277k | 1.9k | 149.57 |
| 2022-03-31 | $326k | 1.9k | 176.03 |
| 2021-12-31 | $331k | 1.9k | 178.73 |
| 2021-09-30 | $313k | 1.9k | 169.01 |
| 2021-06-30 | $322k | 1.9k | 173.87 |
| 2021-03-31 | $307k | 1.9k | 165.77 |
| 2020-12-31 | $247k | 1.7k | 142.45 |
| 2020-09-30 | $190k | 1.7k | 110.79 |
| 2020-06-30 | $182k | 1.7k | 107.00 |
| 2020-03-31 | $140k | 1.6k | 89.12 |
| 2019-12-31 | $217k | 1.6k | 137.25 |
| 2019-09-30 | $192k | 1.5k | 124.27 |
| 2019-06-30 | $206k | 1.6k | 130.30 |
| 2019-03-31 | $150k | 1.2k | 128.64 |
| 2018-12-31 | $144k | 1.3k | 114.20 |
| 2018-09-30 | $162k | 1.2k | 138.94 |
| 2018-06-30 | $158k | 1.2k | 135.51 |
| 2018-03-31 | $151k | 1.2k | 129.50 |
| 2017-12-31 | $160k | 1.2k | 133.00 |
| 2017-09-30 | $154k | 1.2k | 128.01 |
| 2017-06-30 | $148k | 1.2k | 123.03 |
| 2017-03-31 | $148k | 1.2k | 123.03 |
| 2016-12-31 | $146k | 1.2k | 121.36 |
| 2016-09-30 | $133k | 1.2k | 110.56 |
| 2016-06-30 | $127k | 1.2k | 105.57 |
| 2016-03-31 | $119k | 1.2k | 102.06 |
| 2015-12-31 | $115k | 1.2k | 98.63 |
| 2015-09-30 | $113k | 1.2k | 96.91 |
| 2015-06-30 | $126k | 1.2k | 108.06 |
| 2015-03-31 | $128k | 1.2k | 109.78 |
| 2014-12-31 | $123k | 1.2k | 105.49 |
| 2014-09-30 | $145k | 1.5k | 99.52 |
| 2014-06-30 | $154k | 1.5k | 105.70 |
| 2014-03-31 | $147k | 1.5k | 100.89 |
| 2013-12-31 | $142k | 1.5k | 97.46 |