Vanguard Small-Cap Value ETF shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Milestone Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $285k | 1.4k | 208.71 |
| 2025-06-30 | $266k | 1.4k | 195.01 |
| 2025-03-31 | $361k | 1.9k | 186.29 |
| 2024-12-31 | $435k | 2.2k | 198.18 |
| 2024-09-30 | $450k | 2.2k | 200.78 |
| 2024-06-30 | $247k | 1.4k | 182.52 |
| 2024-03-31 | $259k | 1.4k | 191.88 |
| 2023-12-31 | $243k | 1.4k | 179.97 |
| 2023-09-30 | $216k | 1.4k | 159.49 |
| 2023-06-30 | $224k | 1.4k | 165.40 |
| 2023-03-31 | $215k | 1.4k | 158.76 |
| 2022-12-31 | $215k | 1.4k | 158.80 |
More positions owned by Milestone Investment Advisors
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