Vanguard Small-Cap Value ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 13k | 211.79 |
| 2025-09-30 | $3.1M | 15k | 208.71 |
| 2025-06-30 | $2.8M | 14k | 195.00 |
| 2025-03-31 | $854k | 4.6k | 186.30 |
| 2024-12-31 | $897k | 4.5k | 198.20 |
| 2024-09-30 | $942k | 4.7k | 200.76 |
| 2024-06-30 | $765k | 4.2k | 182.53 |
| 2024-03-31 | $926k | 4.8k | 191.89 |
| 2023-12-31 | $740k | 4.1k | 179.98 |
| 2023-09-30 | $557k | 3.5k | 159.49 |
| 2023-06-30 | $690k | 4.2k | 165.41 |
| 2023-03-31 | $511k | 3.2k | 158.77 |
| 2022-12-31 | $526k | 3.3k | 158.80 |
| 2022-09-30 | $498k | 3.5k | 143.35 |
| 2022-06-30 | $492k | 3.3k | 149.68 |
| 2022-03-31 | $478k | 2.7k | 175.93 |
| 2021-12-31 | $463k | 2.6k | 178.83 |
| 2021-09-30 | $438k | 2.6k | 169.31 |
| 2021-06-30 | $637k | 3.7k | 173.81 |
| 2021-03-31 | $597k | 3.6k | 165.74 |
| 2020-12-31 | $428k | 3.0k | 142.05 |
| 2020-03-31 | $275k | 3.1k | 88.97 |
| 2019-12-31 | $433k | 3.2k | 136.94 |
| 2019-09-30 | $354k | 2.7k | 128.96 |
| 2019-06-30 | $370k | 2.8k | 130.60 |
| 2019-03-31 | $376k | 2.9k | 128.81 |
| 2018-12-31 | $288k | 2.5k | 113.97 |
| 2018-09-30 | $352k | 2.5k | 139.30 |
| 2018-06-30 | $299k | 2.2k | 135.79 |
| 2017-03-31 | $609k | 5.0k | 122.83 |
| 2016-12-31 | $683k | 5.6k | 121.08 |
| 2016-09-30 | $530k | 4.8k | 110.58 |
| 2016-06-30 | $505k | 4.8k | 105.36 |
| 2016-03-31 | $488k | 4.8k | 101.82 |
| 2015-12-31 | $473k | 4.8k | 98.69 |
| 2015-09-30 | $464k | 4.8k | 96.81 |
| 2015-06-30 | $524k | 4.8k | 109.33 |