Vanguard Small-Cap Value ETF shares owned by CWC Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by CWC Advisors
from 13F filings
Historical chart of CWC 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 CWC Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by CWC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 18k | 208.71 |
| 2025-06-30 | $3.5M | 18k | 195.01 |
| 2025-03-31 | $3.3M | 18k | 186.29 |
| 2024-12-31 | $3.5M | 18k | 198.18 |
| 2024-09-30 | $3.5M | 18k | 200.78 |