Vanguard Small-Cap Value ETF shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 18k | 208.71 |
| 2025-06-30 | $3.2M | 16k | 195.01 |
| 2025-03-31 | $2.1M | 11k | 186.28 |
| 2024-12-31 | $2.6M | 13k | 198.19 |
| 2024-09-30 | $2.6M | 13k | 200.77 |
| 2024-06-30 | $2.5M | 14k | 182.51 |
| 2024-03-31 | $3.0M | 16k | 191.69 |
| 2023-12-31 | $4.0M | 22k | 179.97 |
| 2023-09-30 | $3.6M | 23k | 159.49 |
| 2023-06-30 | $3.8M | 23k | 165.40 |
| 2023-03-31 | $3.8M | 24k | 158.76 |
| 2022-12-31 | $2.1M | 13k | 158.80 |
| 2022-09-30 | $1.7M | 12k | 143.39 |
| 2022-06-30 | $2.1M | 14k | 149.84 |
| 2022-03-31 | $2.8M | 16k | 175.96 |
| 2021-12-31 | $2.3M | 13k | 178.87 |
| 2021-06-30 | $2.2M | 12k | 173.63 |
| 2021-03-31 | $1.7M | 10k | 165.63 |
| 2020-12-31 | $1.4M | 9.9k | 142.22 |
| 2020-09-30 | $968k | 8.7k | 110.64 |
| 2020-03-31 | $247k | 2.8k | 88.69 |
| 2019-12-31 | $1.1M | 8.1k | 137.11 |