Vanguard Small-Cap Value ETF shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth 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 Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $711k | 3.4k | 208.72 |
| 2025-06-30 | $662k | 3.4k | 195.03 |
| 2025-03-31 | $633k | 3.4k | 186.31 |
| 2024-12-31 | $684k | 3.5k | 198.20 |
| 2024-09-30 | $708k | 3.5k | 200.75 |