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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Leeward Financial Partners 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 Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
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