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Vanguard Small-Cap Value ETF shares owned by Elmwood Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Elmwood Wealth Management from 13F filings

Historical chart of Elmwood Wealth Management 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 Elmwood 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 832 243.12
2020-03-31 $13k 100 129.42
2019-03-31 $6.0k 50 120.00
2018-12-31 $6.0k 50 120.00
2018-09-30 $7.0k 50 139.36
2018-06-30 $14k 100 135.79
2018-03-31 $13k 100 129.42