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Vanguard Small-Cap Value ETF shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $15M 96k 159.49
2023-06-30 $4.9M 30k 165.40
2023-03-31 $4.5M 28k 158.76
2022-12-31 $4.1M 28k 150.52
2022-09-30 $4.2M 30k 143.39
2022-06-30 $3.8M 25k 149.82
2020-12-31 $6.0k 45 133.33
2019-12-31 $201k 147 1367.35
2019-09-30 $18k 147 122.45
2019-06-30 $20k 148 135.14
2019-03-31 $18k 147 122.45
2018-12-31 $14k 120 116.67