Vanguard Small-Cap Value ETF shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 50k | 208.71 |
| 2025-06-30 | $9.6M | 50k | 195.01 |
| 2025-03-31 | $7.1M | 38k | 186.29 |
| 2024-12-31 | $7.5M | 38k | 198.18 |
| 2024-09-30 | $7.8M | 39k | 200.78 |
| 2024-06-30 | $6.6M | 36k | 182.52 |
| 2024-03-31 | $6.9M | 36k | 191.88 |
| 2023-12-31 | $6.0M | 33k | 179.97 |
| 2023-09-30 | $5.0M | 31k | 159.49 |
| 2023-06-30 | $4.9M | 30k | 165.40 |
| 2023-03-31 | $4.5M | 28k | 158.76 |
| 2022-12-31 | $4.3M | 27k | 158.80 |
| 2022-09-30 | $2.7M | 19k | 143.41 |
| 2022-06-30 | $2.5M | 17k | 149.80 |
| 2022-03-31 | $3.3M | 19k | 173.35 |
| 2021-12-31 | $3.4M | 19k | 178.85 |
| 2021-09-30 | $3.0M | 18k | 169.27 |
| 2021-06-30 | $3.2M | 18k | 173.68 |
| 2021-03-31 | $2.8M | 17k | 165.60 |
| 2020-12-31 | $2.0M | 14k | 142.23 |
| 2020-09-30 | $1.5M | 14k | 110.61 |
| 2020-06-30 | $1.4M | 13k | 106.90 |
| 2020-03-31 | $570k | 6.4k | 88.79 |
| 2019-12-31 | $887k | 6.5k | 137.01 |
| 2019-09-30 | $1.2M | 9.0k | 128.81 |
| 2019-06-30 | $1.2M | 8.9k | 130.59 |
| 2019-03-31 | $1.1M | 8.5k | 128.71 |
| 2018-12-31 | $1.0M | 8.5k | 121.76 |
| 2018-09-30 | $820k | 5.9k | 139.38 |
| 2018-06-30 | $799k | 5.9k | 135.82 |
| 2018-03-31 | $708k | 5.5k | 129.48 |
| 2017-12-31 | $724k | 5.5k | 132.82 |
| 2017-09-30 | $691k | 5.4k | 127.77 |
| 2017-06-30 | $663k | 5.4k | 122.89 |
| 2017-03-31 | $601k | 4.9k | 122.78 |
| 2016-12-31 | $591k | 4.9k | 121.06 |
| 2016-09-30 | $538k | 4.9k | 110.70 |
| 2016-06-30 | $457k | 4.3k | 105.30 |
| 2016-03-31 | $441k | 4.3k | 101.80 |
| 2015-12-31 | $406k | 4.1k | 98.78 |
| 2015-09-30 | $393k | 4.1k | 96.89 |
| 2015-06-30 | $394k | 3.7k | 107.77 |
| 2015-03-31 | $400k | 3.7k | 109.47 |
| 2014-12-31 | $386k | 3.7k | 105.64 |
| 2014-09-30 | $360k | 3.6k | 99.81 |
| 2014-06-30 | $381k | 3.6k | 105.63 |
| 2014-03-31 | $5.1M | 81k | 63.12 |
| 2013-12-31 | $346k | 3.6k | 97.27 |
| 2013-09-30 | $321k | 3.6k | 90.24 |
| 2013-06-30 | $298k | 3.6k | 83.78 |
| 2013-03-31 | $292k | 3.6k | 82.09 |
| 2012-12-31 | $218k | 3.0k | 72.67 |