Vanguard Small-Cap Value ETF shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 118k | 208.71 |
| 2025-06-30 | $23M | 117k | 195.01 |
| 2025-03-31 | $23M | 124k | 186.29 |
| 2024-12-31 | $23M | 118k | 198.18 |
| 2024-09-30 | $24M | 118k | 200.78 |
| 2024-06-30 | $22M | 119k | 182.52 |
| 2024-03-31 | $22M | 117k | 191.88 |
| 2023-12-31 | $21M | 116k | 179.97 |
| 2023-09-30 | $18M | 115k | 159.49 |
| 2023-06-30 | $18M | 109k | 165.40 |
| 2023-03-31 | $16M | 101k | 158.76 |
| 2022-12-31 | $17M | 105k | 158.80 |
| 2022-09-30 | $14M | 96k | 143.40 |
| 2022-06-30 | $14M | 92k | 149.81 |
| 2022-03-31 | $14M | 81k | 175.93 |
| 2021-12-31 | $16M | 90k | 178.85 |
| 2021-09-30 | $15M | 88k | 169.26 |
| 2021-06-30 | $16M | 89k | 173.66 |
| 2021-03-31 | $14M | 87k | 165.61 |
| 2020-12-31 | $12M | 87k | 142.21 |
| 2020-09-30 | $10M | 93k | 110.63 |
| 2020-06-30 | $11M | 103k | 106.92 |
| 2020-03-31 | $8.2M | 88k | 93.55 |
| 2019-12-31 | $10M | 74k | 137.07 |
| 2019-09-30 | $9.6M | 74k | 128.85 |
| 2019-06-30 | $9.7M | 74k | 130.54 |
| 2019-03-31 | $8.4M | 65k | 128.74 |
| 2018-12-31 | $6.0M | 53k | 114.06 |