Vanguard Small-Cap Value ETF shares owned by CSM Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by CSM Advisors
from 13F filings
Historical chart of CSM Advisors 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 CSM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by CSM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 20k | 208.59 |
| 2025-06-30 | $4.0M | 20k | 195.11 |
| 2025-03-31 | $3.9M | 21k | 186.22 |
| 2024-12-31 | $4.8M | 24k | 198.26 |
| 2024-09-30 | $3.7M | 18k | 200.83 |
| 2024-03-31 | $4.1M | 21k | 191.81 |
| 2023-09-30 | $2.8M | 17k | 159.52 |
| 2023-06-30 | $2.9M | 17k | 165.34 |
| 2023-03-31 | $3.1M | 19k | 158.82 |
| 2022-12-31 | $3.2M | 20k | 158.82 |
| 2022-09-30 | $2.9M | 20k | 143.55 |
| 2022-06-30 | $2.5M | 17k | 149.81 |
| 2022-03-31 | $2.9M | 17k | 175.99 |