Vanguard Small-Cap Value ETF shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Defined Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 1.1k | 208.62 |
| 2025-06-30 | $232k | 1.2k | 195.08 |
| 2025-03-31 | $221k | 1.2k | 186.36 |
| 2024-12-31 | $256k | 1.3k | 198.25 |
| 2024-09-30 | $261k | 1.3k | 200.78 |
| 2024-06-30 | $237k | 1.3k | 182.52 |
| 2024-03-31 | $250k | 1.3k | 191.86 |
| 2023-12-31 | $353k | 2.0k | 180.00 |
| 2023-09-30 | $299k | 1.9k | 159.48 |
| 2023-06-30 | $294k | 1.8k | 165.41 |
| 2023-03-31 | $277k | 1.7k | 158.80 |
| 2022-12-31 | $1.3M | 7.9k | 158.81 |
| 2020-12-31 | $47k | 333 | 141.14 |