Vanguard Small-Cap Value ETF shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.2M | 17k | 245.68 |
| 2025-12-31 | $1.1M | 4.9k | 225.05 |
| 2025-09-30 | $1.0M | 4.9k | 206.05 |
| 2025-06-30 | $958k | 4.7k | 202.54 |
| 2025-03-31 | $826k | 4.6k | 180.60 |
| 2024-12-31 | $890k | 4.6k | 195.21 |
| 2024-09-30 | $1.1M | 5.4k | 200.79 |
| 2024-06-30 | $1.2M | 6.5k | 180.22 |
| 2024-03-31 | $1.1M | 5.9k | 190.14 |
More positions owned by Diversify Advisory Services
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