Vanguard Small-Cap Value ETF shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors 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 HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $386k | 1.8k | 211.79 |
| 2025-09-30 | $379k | 1.8k | 208.71 |
| 2025-06-30 | $359k | 1.8k | 195.01 |
| 2025-03-31 | $160k | 857 | 186.29 |
| 2024-12-31 | $367k | 1.9k | 198.18 |
| 2024-09-30 | $372k | 1.9k | 200.78 |
| 2024-06-30 | $338k | 1.9k | 182.52 |
| 2024-03-31 | $313k | 1.6k | 191.88 |
| 2023-09-30 | $305k | 1.9k | 159.49 |
| 2023-06-30 | $316k | 1.9k | 165.40 |
| 2023-03-31 | $304k | 1.9k | 158.76 |
| 2022-12-31 | $304k | 1.9k | 158.80 |
| 2022-09-30 | $7.0k | 47 | 148.94 |
| 2022-06-30 | $21k | 140 | 150.00 |
| 2022-03-31 | $25k | 140 | 178.57 |
| 2021-12-31 | $25k | 140 | 178.57 |
| 2021-09-30 | $24k | 140 | 171.43 |
| 2021-06-30 | $24k | 140 | 171.43 |
| 2021-03-31 | $23k | 140 | 164.29 |
| 2020-12-31 | $13k | 93 | 139.78 |
| 2020-09-30 | $10k | 93 | 107.53 |
| 2020-06-30 | $10k | 93 | 107.53 |
| 2020-03-31 | $8.0k | 93 | 86.02 |