Vanguard Small-Cap Value ETF shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.0M | 17k | 179.97 |
| 2023-09-30 | $2.4M | 15k | 159.49 |
| 2023-06-30 | $2.5M | 15k | 165.40 |
| 2023-03-31 | $2.3M | 15k | 158.76 |
| 2022-12-31 | $470k | 3.0k | 158.80 |
| 2022-09-30 | $465k | 3.2k | 143.52 |
| 2022-06-30 | $643k | 4.3k | 149.81 |
| 2022-03-31 | $1.1M | 6.5k | 175.93 |
| 2021-12-31 | $1.3M | 7.3k | 178.90 |