Vanguard Small-Cap Value ETF shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84k | 400 | 208.71 |
| 2025-06-30 | $78k | 400 | 195.01 |
| 2025-03-31 | $75k | 400 | 186.29 |
| 2024-12-31 | $79k | 400 | 198.18 |
| 2024-09-30 | $80k | 400 | 200.78 |
| 2024-06-30 | $73k | 400 | 182.52 |
| 2024-03-31 | $77k | 400 | 191.88 |
| 2023-12-31 | $72k | 400 | 179.97 |
| 2023-09-30 | $96k | 600 | 159.49 |
| 2023-06-30 | $182k | 1.1k | 165.40 |
| 2023-03-31 | $175k | 1.1k | 158.76 |
| 2021-12-31 | $215k | 1.2k | 179.17 |
| 2021-09-30 | $203k | 1.2k | 169.17 |
| 2021-06-30 | $208k | 1.2k | 173.33 |
| 2020-03-31 | $1.3M | 14k | 88.78 |
| 2019-12-31 | $2.0M | 15k | 137.05 |
| 2019-09-30 | $1.9M | 15k | 128.85 |
| 2019-06-30 | $1.9M | 15k | 130.55 |
| 2019-03-31 | $2.0M | 15k | 128.74 |
| 2018-12-31 | $1.8M | 16k | 114.05 |
| 2018-09-30 | $2.3M | 16k | 139.34 |
| 2018-06-30 | $2.2M | 16k | 135.77 |
| 2018-03-31 | $2.1M | 17k | 129.43 |
| 2017-12-31 | $2.2M | 17k | 132.76 |
| 2017-09-30 | $2.1M | 17k | 127.80 |
| 2017-06-30 | $2.0M | 16k | 122.92 |
| 2017-03-31 | $2.0M | 17k | 122.84 |
| 2016-12-31 | $2.0M | 16k | 120.99 |
| 2016-09-30 | $1.8M | 16k | 110.66 |
| 2016-06-30 | $1.7M | 16k | 105.28 |
| 2016-03-31 | $1.6M | 16k | 101.88 |
| 2015-12-31 | $1.6M | 1.6k | 987.89 |
| 2015-09-30 | $1.5M | 16k | 96.84 |
| 2015-06-30 | $1.8M | 17k | 107.79 |
| 2015-03-31 | $1.8M | 17k | 109.40 |
| 2014-12-31 | $1.8M | 17k | 105.78 |
| 2014-09-30 | $1.7M | 17k | 99.76 |
| 2014-06-30 | $1.8M | 17k | 105.49 |
| 2014-03-31 | $1.7M | 16k | 100.64 |
| 2013-12-31 | $1.6M | 17k | 97.36 |
| 2013-09-30 | $1.5M | 17k | 90.23 |
| 2013-06-30 | $1.4M | 17k | 83.70 |
| 2013-03-31 | $1.6M | 19k | 82.13 |
| 2012-12-31 | $1.4M | 19k | 72.65 |
| 2012-09-30 | $1.6M | 22k | 71.89 |
| 2012-06-30 | $1.5M | 22k | 68.21 |
| 2012-03-31 | $1.6M | 23k | 70.38 |
| 2011-12-31 | $1.4M | 23k | 62.65 |
| 2011-03-31 | $1.5M | 21k | 71.46 |
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