Vanguard Small-Cap Value ETF shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 1.9k | 208.63 |
| 2025-06-30 | $376k | 1.9k | 194.99 |
| 2025-03-31 | $359k | 1.9k | 186.27 |
| 2024-12-31 | $394k | 2.0k | 198.15 |
| 2022-12-31 | $376k | 2.4k | 158.80 |
| 2022-09-30 | $340k | 2.4k | 143.52 |
| 2022-06-30 | $355k | 2.4k | 149.85 |