Vanguard Small-Cap Value ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 15k | 208.71 |
| 2025-06-30 | $2.7M | 14k | 195.01 |
| 2025-03-31 | $2.5M | 14k | 186.29 |
| 2024-12-31 | $3.4M | 17k | 198.18 |
| 2024-09-30 | $2.8M | 14k | 200.78 |
| 2024-06-30 | $2.8M | 14k | 198.33 |
| 2024-03-31 | $2.6M | 14k | 179.97 |
| 2023-12-31 | $2.6M | 14k | 179.97 |
| 2023-09-30 | $2.4M | 15k | 159.49 |
| 2023-06-30 | $2.6M | 16k | 165.40 |
| 2023-03-31 | $2.6M | 16k | 158.76 |
| 2022-12-31 | $2.7M | 17k | 158.80 |
| 2022-09-30 | $2.4M | 17k | 143.45 |
| 2022-06-30 | $2.7M | 18k | 149.93 |
| 2022-03-31 | $3.2M | 18k | 175.86 |
| 2021-12-31 | $3.7M | 19k | 200.00 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors