Vanguard Small-Cap Value ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 17k | 208.75 |
| 2025-06-30 | $3.2M | 17k | 195.01 |
| 2025-03-31 | $3.1M | 17k | 186.29 |
| 2024-12-31 | $3.3M | 17k | 198.18 |
| 2024-09-30 | $3.4M | 17k | 200.78 |
| 2024-06-30 | $73k | 399 | 182.52 |
| 2024-03-31 | $86k | 448 | 191.88 |
| 2023-12-31 | $49k | 273 | 179.97 |
| 2023-09-30 | $48k | 300 | 159.49 |
| 2023-06-30 | $43k | 261 | 165.40 |
| 2023-03-31 | $41k | 261 | 158.76 |
| 2022-12-31 | $41k | 261 | 158.80 |
| 2022-09-30 | $2.0k | 13 | 153.85 |
| 2022-06-30 | $2.0k | 13 | 153.85 |
| 2022-03-31 | $2.0k | 13 | 153.85 |
| 2021-12-31 | $6.0k | 34 | 176.47 |
| 2021-09-30 | $2.0k | 13 | 153.85 |
| 2021-06-30 | $2.0k | 13 | 153.85 |
| 2021-03-31 | $2.0k | 13 | 153.85 |
| 2020-12-31 | $2.0k | 13 | 153.85 |
| 2020-09-30 | $3.0k | 25 | 120.00 |
| 2019-03-31 | $2.0k | 15 | 133.33 |
| 2018-12-31 | $16k | 143 | 111.89 |
| 2018-09-30 | $66k | 474 | 139.24 |
| 2018-06-30 | $24k | 177 | 135.59 |
| 2018-03-31 | $23k | 177 | 129.94 |
| 2017-12-31 | $24k | 177 | 135.59 |
| 2017-09-30 | $23k | 177 | 129.94 |
| 2017-06-30 | $22k | 177 | 124.29 |
| 2017-03-31 | $21k | 177 | 118.64 |
| 2016-12-31 | $21k | 177 | 118.64 |
| 2016-09-30 | $87k | 782 | 111.25 |
| 2016-06-30 | $82k | 779 | 105.26 |
| 2016-03-31 | $79k | 777 | 101.67 |
| 2015-12-31 | $79k | 805 | 98.14 |
| 2015-09-30 | $77k | 793 | 97.10 |
| 2015-06-30 | $86k | 793 | 108.45 |
| 2015-03-31 | $87k | 793 | 109.71 |
| 2014-12-31 | $88k | 831 | 105.90 |
| 2014-09-30 | $141k | 1.4k | 99.65 |
| 2014-06-30 | $154k | 1.5k | 105.84 |