Vanguard Small-Cap Value ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies 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 Financial Synergies 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 Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 61k | 200.78 |
| 2024-06-30 | $11M | 61k | 182.58 |
| 2024-03-31 | $13M | 67k | 191.88 |
| 2023-12-31 | $19M | 119k | 158.80 |
| 2023-09-30 | $12M | 76k | 159.49 |
| 2023-06-30 | $13M | 79k | 165.40 |
| 2023-03-31 | $19M | 118k | 158.76 |
| 2022-12-31 | $19M | 119k | 158.80 |
| 2022-09-30 | $17M | 118k | 143.40 |
| 2022-06-30 | $19M | 123k | 149.82 |
| 2022-03-31 | $24M | 135k | 175.94 |
| 2021-12-31 | $25M | 138k | 178.85 |
| 2021-09-30 | $25M | 146k | 169.26 |
| 2021-06-30 | $27M | 155k | 173.66 |
| 2021-03-31 | $26M | 155k | 165.61 |
| 2020-12-31 | $22M | 155k | 142.21 |
| 2020-09-30 | $22M | 203k | 110.63 |
| 2020-06-30 | $27M | 249k | 106.92 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors