Vanguard Small-Cap Value ETF shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management 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 Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $179k | 844 | 211.79 |
| 2025-09-30 | $176k | 844 | 208.71 |
| 2025-06-30 | $165k | 844 | 195.01 |
| 2025-03-31 | $157k | 844 | 186.29 |
| 2024-12-31 | $167k | 844 | 198.18 |
| 2024-09-30 | $170k | 844 | 200.78 |
| 2024-06-30 | $154k | 844 | 182.52 |
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