Vanguard Small-Cap Value ETF shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 2.7k | 208.71 |
| 2025-06-30 | $507k | 2.6k | 195.07 |
| 2025-03-31 | $479k | 2.6k | 186.35 |
| 2024-12-31 | $503k | 2.5k | 198.25 |
| 2024-09-30 | $507k | 2.5k | 200.81 |
| 2024-06-30 | $460k | 2.5k | 182.58 |
| 2024-03-31 | $484k | 2.5k | 191.87 |
| 2023-09-30 | $246k | 1.5k | 159.47 |
| 2022-03-31 | $66k | 370 | 178.38 |
| 2021-12-31 | $66k | 370 | 178.38 |
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