Vanguard Small-Cap Value ETF shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 14k | 208.70 |
| 2025-06-30 | $2.8M | 14k | 195.01 |
| 2025-03-31 | $2.7M | 14k | 186.29 |
| 2024-12-31 | $2.8M | 14k | 198.18 |
| 2024-09-30 | $2.8M | 14k | 200.78 |
| 2024-06-30 | $2.5M | 14k | 182.52 |
| 2024-03-31 | $2.6M | 13k | 191.88 |
| 2023-12-31 | $2.3M | 13k | 179.97 |
| 2023-09-30 | $1.8M | 12k | 159.49 |
| 2023-06-30 | $1.9M | 12k | 165.40 |
| 2023-03-31 | $1.8M | 11k | 158.77 |
| 2022-12-31 | $1.7M | 11k | 158.80 |
| 2022-09-30 | $1.2M | 8.0k | 143.36 |
| 2022-06-30 | $1.2M | 7.9k | 149.77 |
| 2022-03-31 | $1.3M | 7.5k | 176.01 |
| 2021-12-31 | $1.2M | 7.5k | 165.65 |
More positions owned by Capital Performance Advisors
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