Vanguard Small-Cap Value ETF shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 4.3k | 208.71 |
| 2025-06-30 | $829k | 4.3k | 195.01 |
| 2025-03-31 | $792k | 4.3k | 186.29 |
| 2024-12-31 | $843k | 4.3k | 198.18 |
| 2024-09-30 | $854k | 4.3k | 200.78 |
| 2024-06-30 | $776k | 4.3k | 182.52 |
| 2024-03-31 | $816k | 4.3k | 191.88 |
| 2023-12-31 | $765k | 4.3k | 179.97 |
| 2023-09-30 | $678k | 4.3k | 159.49 |
| 2023-06-30 | $703k | 4.3k | 165.40 |
| 2023-03-31 | $675k | 4.3k | 158.76 |
| 2022-12-31 | $675k | 4.3k | 158.80 |
| 2022-03-31 | $6.0k | 35 | 171.43 |
| 2021-12-31 | $6.0k | 35 | 171.43 |
| 2021-09-30 | $5.0k | 28 | 178.57 |
| 2019-06-30 | $12k | 90 | 133.33 |
| 2019-03-31 | $12k | 90 | 133.33 |
| 2018-12-31 | $12k | 90 | 133.33 |