Vanguard Small-Cap Value ETF shares owned by Mosaic Family Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Mosaic Family Wealth Partners
from 13F filings
Historical chart of Mosaic Family Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Mosaic Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 35k | 208.01 |
| 2025-06-30 | $6.7M | 34k | 195.01 |
| 2025-03-31 | $6.0M | 32k | 186.29 |
| 2024-12-31 | $6.4M | 32k | 198.18 |
| 2024-09-30 | $6.4M | 32k | 200.78 |
| 2024-06-30 | $5.7M | 31k | 182.52 |
| 2024-03-31 | $5.5M | 29k | 191.88 |
| 2023-12-31 | $4.8M | 27k | 179.97 |
| 2023-09-30 | $4.4M | 28k | 159.49 |
| 2023-06-30 | $4.6M | 28k | 165.40 |
| 2023-03-31 | $4.6M | 29k | 158.76 |
| 2022-12-31 | $4.9M | 31k | 158.80 |
More positions owned by Mosaic Family Wealth Partners
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