Vanguard Small-Cap Value ETF shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 2.8k | 208.73 |
| 2025-06-30 | $523k | 2.7k | 195.03 |
| 2025-03-31 | $540k | 2.9k | 186.29 |
| 2024-12-31 | $575k | 2.9k | 198.18 |
| 2024-09-30 | $583k | 2.9k | 200.78 |
| 2024-06-30 | $533k | 2.9k | 182.52 |
| 2024-03-31 | $732k | 3.8k | 191.89 |
| 2023-12-31 | $736k | 4.1k | 179.98 |
| 2023-09-30 | $675k | 4.2k | 159.48 |
| 2023-06-30 | $738k | 4.5k | 165.39 |
| 2023-03-31 | $904k | 5.7k | 158.75 |
| 2022-12-31 | $920k | 5.8k | 158.79 |
| 2022-09-30 | $913k | 6.4k | 143.33 |
| 2022-06-30 | $984k | 6.6k | 149.84 |
| 2021-12-31 | $1.2M | 6.9k | 178.81 |
| 2021-03-31 | $1.2M | 6.9k | 176.00 |
More positions owned by Collaborative Wealth Managment
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