Vanguard Small-Cap Value ETF shares owned by New England Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by New England Private Wealth Advisors
from 13F filings
Historical chart of New England Private Wealth Advisors 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 New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by New England Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 1.6k | 208.72 |
| 2025-06-30 | $327k | 1.6k | 200.19 |
| 2025-03-31 | $303k | 1.6k | 186.25 |
| 2024-12-31 | $320k | 1.6k | 198.16 |
| 2024-09-30 | $322k | 1.6k | 200.79 |
| 2024-03-31 | $236k | 1.2k | 190.18 |
| 2023-12-31 | $223k | 1.2k | 180.04 |
| 2023-06-30 | $206k | 1.2k | 165.74 |
More positions owned by New England Private Wealth Advisors
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