Vanguard Small-Cap Value ETF shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Fortis Capital 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 Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 6.6k | 208.74 |
| 2025-06-30 | $1.2M | 6.3k | 195.01 |
| 2025-03-31 | $1.3M | 7.0k | 186.29 |
| 2024-12-31 | $337k | 1.7k | 198.45 |
| 2024-09-30 | $342k | 1.7k | 200.78 |
| 2023-06-30 | $314k | 1.9k | 165.43 |
| 2023-03-31 | $286k | 1.8k | 158.79 |
| 2022-12-31 | $363k | 2.3k | 158.82 |