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Vanguard Small-Cap Value ETF shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 1.3k 208.71
2016-03-31 $242k 2.4k 101.68
2015-12-31 $760k 7.7k 98.83
2013-09-30 $964k 11k 90.29
2013-06-30 $194k 2.3k 83.80
2013-03-31 $503k 6.2k 81.46
2012-12-31 $816k 11k 74.73