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Vanguard Small-Cap Value ETF shares owned by Fortis Capital Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Fortis Capital Management from 13F filings

Historical chart of Fortis Capital Management 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 Fortis Capital Management 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 Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 40k 191.88
2023-12-31 $7.2M 40k 179.97
2023-09-30 $6.3M 40k 159.49
2023-06-30 $6.5M 40k 165.40
2023-03-31 $5.7M 36k 158.76
2022-12-31 $4.2M 26k 158.80