Vanguard Small-Cap Value ETF shares owned by Leeward Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Leeward Financial Partners
from 13F filings
Historical chart of Leeward Financial Partners investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Leeward Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 39k | 208.71 |
| 2025-06-30 | $7.2M | 37k | 195.01 |
| 2025-03-31 | $6.9M | 37k | 186.29 |
| 2024-12-31 | $7.1M | 36k | 198.18 |
| 2024-09-30 | $6.9M | 35k | 200.78 |
| 2024-06-30 | $6.2M | 34k | 182.52 |
| 2024-03-31 | $5.9M | 31k | 191.88 |
| 2023-12-31 | $4.8M | 27k | 179.97 |
| 2023-09-30 | $1.3M | 8.1k | 159.50 |
| 2023-06-30 | $1.4M | 8.2k | 165.40 |
| 2023-03-31 | $1.5M | 9.7k | 158.76 |
| 2022-12-31 | $1.5M | 9.7k | 158.81 |
| 2022-09-30 | $1.3M | 9.3k | 143.44 |
| 2022-06-30 | $1.4M | 9.5k | 149.85 |
| 2022-03-31 | $1.7M | 9.6k | 175.99 |
| 2021-12-31 | $1.6M | 8.9k | 178.85 |
More positions owned by Leeward Financial Partners
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