Vanguard Small-Cap Value ETF shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 12k | 208.72 |
| 2025-06-30 | $2.3M | 12k | 195.02 |
| 2025-03-31 | $2.3M | 12k | 186.30 |
| 2024-12-31 | $2.4M | 12k | 198.18 |
| 2024-09-30 | $2.2M | 11k | 200.78 |
| 2024-06-30 | $1.5M | 8.4k | 182.52 |
| 2024-03-31 | $1.7M | 8.6k | 191.88 |
| 2023-12-31 | $1.7M | 9.5k | 179.97 |
| 2023-09-30 | $1.5M | 9.7k | 159.50 |
| 2023-06-30 | $1.6M | 9.8k | 165.40 |
| 2023-03-31 | $1.5M | 9.6k | 158.76 |
| 2022-12-31 | $1.6M | 9.8k | 158.79 |
| 2022-09-30 | $1.5M | 10k | 143.36 |
| 2022-06-30 | $1.6M | 11k | 149.83 |
| 2022-03-31 | $1.9M | 11k | 175.91 |
| 2021-12-31 | $2.0M | 11k | 178.81 |
| 2021-09-30 | $2.0M | 12k | 169.24 |
| 2021-06-30 | $2.1M | 12k | 173.65 |
| 2021-03-31 | $2.3M | 14k | 165.58 |
| 2020-12-31 | $2.6M | 18k | 142.20 |
| 2020-09-30 | $2.1M | 19k | 110.63 |
| 2020-06-30 | $1.8M | 17k | 106.94 |
| 2020-03-31 | $972k | 11k | 88.82 |
| 2019-12-31 | $1.5M | 11k | 137.06 |
| 2019-09-30 | $1.5M | 12k | 128.83 |
| 2019-06-30 | $1.3M | 9.9k | 130.53 |
| 2019-03-31 | $1.2M | 9.2k | 128.74 |
| 2018-12-31 | $1.1M | 9.4k | 114.03 |
| 2018-09-30 | $601k | 4.3k | 139.35 |
| 2018-06-30 | $531k | 3.9k | 135.81 |
| 2018-03-31 | $410k | 3.2k | 129.46 |
| 2017-12-31 | $404k | 3.0k | 132.72 |