Vanguard Small-Cap Value ETF shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 2.4k | 208.72 |
| 2025-06-30 | $484k | 2.5k | 195.00 |
| 2025-03-31 | $515k | 2.8k | 186.28 |
| 2024-12-31 | $388k | 2.0k | 198.22 |
| 2024-09-30 | $368k | 1.8k | 200.81 |
| 2024-06-30 | $314k | 1.7k | 182.52 |
More positions owned by Cascade Financial Partners
View all positions for Cascade Financial Partners