Vanguard Small-Cap Value ETF shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 26k | 200.78 |
| 2024-06-30 | $4.6M | 25k | 182.52 |
| 2024-03-31 | $4.7M | 24k | 191.88 |
| 2023-12-31 | $4.2M | 23k | 179.97 |
| 2023-09-30 | $3.6M | 23k | 159.48 |
| 2023-06-30 | $3.4M | 23k | 148.29 |
| 2023-03-31 | $3.4M | 21k | 158.75 |
| 2022-12-31 | $3.0M | 19k | 158.80 |
| 2022-09-30 | $4.2M | 29k | 143.41 |
| 2022-06-30 | $2.9M | 20k | 149.83 |
| 2022-03-31 | $3.6M | 21k | 175.94 |
| 2021-12-31 | $3.4M | 19k | 178.84 |
| 2021-09-30 | $3.2M | 19k | 169.28 |
| 2021-06-30 | $3.4M | 20k | 173.69 |
| 2021-03-31 | $3.1M | 19k | 165.59 |
| 2020-12-31 | $2.8M | 19k | 142.23 |