Vanguard Small-Cap Value ETF shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by New England Capital Financial Advisors 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 New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22k | 106 | 208.72 |
| 2025-06-30 | $21k | 107 | 194.16 |
| 2025-03-31 | $36k | 193 | 186.29 |
| 2024-12-31 | $16M | 80k | 198.18 |
| 2024-09-30 | $16M | 80k | 200.78 |
| 2024-06-30 | $15M | 80k | 182.52 |
| 2024-03-31 | $15M | 78k | 191.88 |
| 2023-12-31 | $14M | 79k | 179.97 |
| 2023-09-30 | $12M | 77k | 159.49 |
| 2023-06-30 | $13M | 76k | 165.40 |
| 2023-03-31 | $12M | 73k | 158.76 |
| 2022-12-31 | $12M | 73k | 166.94 |
More positions owned by New England Capital Financial Advisors
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