Vanguard Small-Cap Value ETF shares owned by Essex Financial Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 16k | 208.71 |
| 2025-06-30 | $3.2M | 17k | 195.01 |
| 2025-03-31 | $3.2M | 17k | 186.29 |
| 2024-12-31 | $3.4M | 17k | 198.18 |
| 2024-09-30 | $5.7M | 1.2M | 4.63 |
| 2024-06-30 | $5.0M | 1.2M | 4.12 |
| 2024-03-31 | $3.4M | 18k | 191.88 |
| 2023-12-31 | $3.1M | 17k | 179.97 |
| 2023-09-30 | $3.0M | 19k | 159.49 |
| 2023-06-30 | $3.1M | 19k | 165.40 |
| 2023-03-31 | $3.1M | 19k | 158.76 |
| 2022-12-31 | $2.9M | 18k | 158.76 |
| 2022-09-30 | $2.8M | 20k | 143.39 |
| 2022-06-30 | $3.7M | 25k | 149.82 |
| 2022-03-31 | $4.1M | 23k | 178.85 |
| 2021-12-31 | $4.1M | 23k | 178.85 |
| 2021-09-30 | $3.3M | 20k | 169.26 |
| 2021-06-30 | $2.2M | 13k | 165.59 |
| 2021-03-31 | $2.2M | 13k | 165.59 |
| 2018-03-31 | $309k | 2.4k | 129.61 |
| 2017-06-30 | $295k | 2.4k | 122.87 |
| 2017-03-31 | $295k | 2.4k | 122.87 |
| 2016-12-31 | $246k | 2.0k | 121.12 |