Vanguard Small-Cap Value ETF shares owned by Optima Capital
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Optima Capital
from 13F filings
Historical chart of Optima Capital investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Optima Capital 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 Optima Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 12k | 209.60 |
| 2025-06-30 | $2.2M | 11k | 195.92 |
| 2025-03-31 | $2.2M | 12k | 186.29 |
| 2024-12-31 | $2.4M | 12k | 198.18 |