Vanguard Small-Cap Value ETF shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 3.6k | 208.71 |
| 2025-06-30 | $650k | 3.3k | 195.01 |
| 2025-03-31 | $769k | 4.1k | 186.29 |
| 2024-12-31 | $1.1M | 5.4k | 198.18 |
| 2024-09-30 | $785k | 3.9k | 200.78 |
| 2024-06-30 | $714k | 3.9k | 182.52 |
| 2024-03-31 | $627k | 3.3k | 191.88 |
| 2023-12-31 | $588k | 3.3k | 179.97 |
| 2023-09-30 | $541k | 3.4k | 159.49 |
| 2023-06-30 | $561k | 3.4k | 165.40 |
| 2023-03-31 | $987k | 6.2k | 158.76 |
| 2022-12-31 | $987k | 6.2k | 158.76 |
| 2022-09-30 | $914k | 6.4k | 143.46 |
| 2022-06-30 | $955k | 6.4k | 149.90 |
| 2022-03-31 | $1.3M | 7.6k | 175.94 |
| 2021-12-31 | $1.4M | 7.7k | 178.84 |
| 2021-09-30 | $1.1M | 6.7k | 169.22 |
| 2021-06-30 | $1.0M | 5.8k | 173.62 |
| 2015-06-30 | $429k | 4.0k | 107.76 |
| 2015-03-31 | $591k | 5.4k | 109.36 |
| 2014-12-31 | $753k | 7.1k | 105.83 |