Vanguard Small-Cap Value ETF shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $621k | 3.0k | 209.15 |
| 2025-06-30 | $690k | 3.5k | 195.37 |
| 2025-03-31 | $672k | 3.6k | 186.27 |
| 2024-12-31 | $786k | 4.0k | 198.17 |
| 2024-09-30 | $1.4M | 6.8k | 200.77 |
| 2024-06-30 | $2.1M | 12k | 182.65 |
| 2024-03-31 | $2.2M | 12k | 191.88 |
| 2023-12-31 | $575k | 3.2k | 179.97 |
| 2023-09-30 | $521k | 3.3k | 159.49 |
| 2023-06-30 | $543k | 3.3k | 165.40 |
| 2023-03-31 | $524k | 3.3k | 158.76 |
| 2022-12-31 | $533k | 3.4k | 158.80 |
| 2022-09-30 | $496k | 3.5k | 143.31 |
| 2022-06-30 | $578k | 3.9k | 149.94 |
| 2022-03-31 | $802k | 4.6k | 175.84 |
| 2021-12-31 | $107k | 600 | 178.33 |
| 2021-09-30 | $102k | 600 | 170.00 |
| 2021-06-30 | $104k | 600 | 173.33 |