Vanguard Small-Cap Value ETF shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 47k | 208.71 |
| 2025-06-30 | $9.2M | 47k | 195.01 |
| 2025-03-31 | $8.9M | 48k | 186.29 |
| 2024-12-31 | $8.6M | 43k | 198.18 |
| 2024-09-30 | $7.5M | 38k | 200.78 |
| 2024-06-30 | $6.4M | 35k | 182.52 |
| 2024-03-31 | $6.4M | 33k | 191.88 |
| 2023-12-31 | $5.7M | 32k | 179.97 |
| 2023-09-30 | $3.8M | 24k | 159.49 |
| 2023-06-30 | $3.3M | 20k | 165.40 |
| 2023-03-31 | $3.1M | 20k | 158.76 |
| 2022-12-31 | $2.5M | 16k | 158.80 |
| 2022-09-30 | $470k | 3.3k | 143.38 |
| 2022-06-30 | $475k | 3.2k | 149.75 |
| 2022-03-31 | $586k | 3.3k | 175.98 |
| 2021-12-31 | $319k | 1.8k | 178.71 |
| 2021-09-30 | $202k | 1.2k | 169.61 |
More positions owned by Kestra Private Wealth Services
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