Vanguard Small-Cap Value ETF shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $812k | 3.7k | 217.25 |
| 2025-12-31 | $724k | 3.4k | 211.81 |
| 2025-09-30 | $691k | 3.3k | 208.69 |
| 2025-06-30 | $615k | 3.1k | 198.56 |
| 2025-03-31 | $538k | 2.9k | 186.75 |
| 2024-12-31 | $493k | 2.5k | 198.17 |