Vanguard Small-Cap Value ETF shares owned by MB Generational Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by MB Generational Wealth
from 13F filings
Historical chart of MB Generational Wealth 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 MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by MB Generational Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 8.4k | 208.71 |
| 2025-03-31 | $1.5M | 8.1k | 186.29 |
| 2024-12-31 | $2.0M | 10k | 198.18 |
| 2024-09-30 | $2.0M | 10k | 200.78 |
| 2024-06-30 | $1.9M | 10k | 182.52 |
| 2024-03-31 | $2.0M | 6.0k | 330.39 |
| 2023-12-31 | $1.9M | 10k | 179.97 |