Vanguard Small-Cap Value ETF shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $408k | 1.9k | 211.79 |
| 2025-09-30 | $404k | 1.9k | 209.64 |
| 2025-06-30 | $377k | 1.9k | 195.92 |
| 2025-03-31 | $319k | 1.7k | 186.29 |
| 2024-12-31 | $339k | 1.7k | 198.18 |
| 2024-09-30 | $344k | 1.7k | 200.78 |
| 2024-06-30 | $314k | 1.7k | 183.54 |
| 2024-03-31 | $319k | 1.7k | 186.26 |
| 2023-12-31 | $308k | 1.7k | 179.97 |
| 2023-09-30 | $279k | 1.7k | 162.82 |
| 2023-06-30 | $297k | 1.7k | 173.45 |
| 2022-12-31 | $272k | 1.7k | 158.80 |
| 2022-09-30 | $245k | 1.7k | 143.40 |
| 2022-06-30 | $256k | 1.7k | 149.82 |