Vanguard Small-Cap Value ETF shares owned by Forte Capital
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Forte Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $273k | 1.4k | 195.01 |
| 2020-06-30 | $213k | 2.0k | 106.71 |
| 2019-09-30 | $1.9M | 14k | 128.84 |
| 2019-06-30 | $2.9M | 23k | 130.56 |
| 2019-03-31 | $3.4M | 27k | 128.73 |
| 2018-12-31 | $2.8M | 24k | 114.02 |
| 2018-09-30 | $3.6M | 26k | 139.35 |
| 2018-06-30 | $3.6M | 26k | 135.77 |
| 2018-03-31 | $3.4M | 26k | 129.41 |
| 2017-12-31 | $3.5M | 27k | 132.75 |
| 2017-09-30 | $3.5M | 28k | 127.78 |
| 2017-06-30 | $4.0M | 32k | 122.90 |
| 2017-03-31 | $4.1M | 33k | 122.85 |
| 2016-12-31 | $4.3M | 35k | 120.99 |
| 2016-09-30 | $4.3M | 39k | 110.66 |
| 2016-06-30 | $4.4M | 42k | 105.32 |
| 2016-03-31 | $4.4M | 43k | 101.88 |
| 2015-12-31 | $6.1M | 62k | 98.77 |
| 2015-09-30 | $5.8M | 60k | 96.86 |
| 2015-06-30 | $6.5M | 61k | 107.80 |
| 2015-03-31 | $6.5M | 59k | 109.61 |
| 2014-12-31 | $6.3M | 59k | 105.77 |
| 2014-09-30 | $6.0M | 60k | 99.73 |