Vanguard Small-Cap Value ETF shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.4k | 208.72 |
| 2025-06-30 | $1.0M | 5.2k | 195.12 |
| 2025-03-31 | $941k | 5.0k | 186.40 |
| 2024-12-31 | $998k | 5.0k | 198.39 |
| 2024-09-30 | $908k | 4.5k | 200.94 |
| 2024-06-30 | $564k | 3.1k | 182.62 |
| 2024-03-31 | $302k | 1.6k | 192.08 |
| 2022-12-31 | $16k | 103 | 158.80 |
| 2022-09-30 | $16k | 113 | 141.59 |
More positions owned by High Net Worth Advisory Group
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