Vanguard Small-Cap Value ETF shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $576k | 2.8k | 208.74 |
| 2025-06-30 | $547k | 2.7k | 199.34 |
| 2025-03-31 | $515k | 2.8k | 186.32 |
| 2024-12-31 | $212k | 1.0k | 203.62 |
| 2024-09-30 | $209k | 1.0k | 200.81 |
| 2024-03-31 | $240k | 1.2k | 191.88 |
| 2023-12-31 | $316k | 1.8k | 180.02 |
| 2023-09-30 | $285k | 1.8k | 159.47 |
| 2023-06-30 | $324k | 1.9k | 168.20 |
| 2023-03-31 | $313k | 2.0k | 158.79 |
| 2022-12-31 | $322k | 2.0k | 158.81 |
| 2022-09-30 | $236k | 1.6k | 143.29 |