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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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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
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