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Vanguard Small-Cap Value ETF shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution 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 Evolution Wealth Advisors 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 Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 6.0k 200.78
2024-06-30 $1.5M 8.1k 182.52
2024-03-31 $1.3M 6.6k 191.88
2023-12-31 $1.1M 6.3k 179.97
2023-09-30 $1.1M 6.9k 159.49
2023-06-30 $1.2M 7.4k 165.40
2023-03-31 $1.2M 7.7k 158.76
2022-12-31 $1.2M 7.7k 158.80