Vanguard Small-Cap Value ETF shares owned by Fortis Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $93k | 584 | 159.56 |
| 2023-06-30 | $96k | 581 | 165.44 |
| 2023-03-31 | $250k | 1.6k | 158.80 |
| 2022-12-31 | $249k | 1.6k | 158.75 |
| 2022-09-30 | $223k | 1.6k | 143.22 |
| 2022-06-30 | $232k | 1.5k | 149.87 |
| 2022-03-31 | $554k | 3.2k | 175.82 |
| 2021-12-31 | $562k | 3.1k | 178.98 |
| 2021-09-30 | $528k | 3.1k | 169.23 |
| 2021-06-30 | $694k | 4.0k | 173.63 |
| 2021-03-31 | $844k | 30k | 28.04 |
| 2020-12-31 | $2.5M | 18k | 142.20 |
| 2020-09-30 | $2.0M | 18k | 110.65 |
| 2020-06-30 | $2.1M | 20k | 106.92 |
| 2020-03-31 | $4.3M | 48k | 88.80 |
| 2019-12-31 | $5.7M | 42k | 137.07 |
| 2019-09-30 | $5.3M | 41k | 128.85 |
| 2019-06-30 | $4.9M | 37k | 130.55 |
| 2019-03-31 | $4.6M | 36k | 128.73 |
| 2018-12-31 | $3.0M | 26k | 114.04 |
| 2018-09-30 | $7.7M | 56k | 139.36 |
| 2018-06-30 | $7.6M | 56k | 135.79 |
| 2018-03-31 | $7.4M | 57k | 129.42 |
| 2017-12-31 | $3.3M | 25k | 132.78 |
| 2017-09-30 | $2.7M | 21k | 127.80 |
| 2017-06-30 | $281k | 2.3k | 122.87 |