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Vanguard Small-Cap Value ETF shares owned by Old North State Wealth Management

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

Historical chart of Old North State 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 Old North State Wealth Management 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 Old North State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $380k 1.8k 209.24
2025-06-30 $367k 1.9k 195.42