Vanguard Small-Cap Value ETF shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 1.5k | 208.67 |
| 2025-06-30 | $203k | 1.0k | 194.99 |
| 2022-06-30 | $99k | 661 | 149.77 |
| 2022-03-31 | $117k | 663 | 176.47 |
| 2021-12-31 | $82k | 459 | 178.65 |
| 2021-09-30 | $106k | 624 | 169.87 |
| 2021-06-30 | $241k | 1.4k | 173.51 |
| 2021-03-31 | $361k | 2.2k | 165.82 |
| 2020-12-31 | $226k | 1.6k | 142.14 |
| 2020-09-30 | $169k | 1.5k | 110.39 |
| 2020-06-30 | $167k | 1.6k | 107.12 |
| 2020-03-31 | $249k | 2.8k | 88.77 |
| 2019-12-31 | $325k | 2.4k | 137.13 |
| 2019-09-30 | $272k | 2.1k | 128.91 |
| 2019-06-30 | $268k | 2.1k | 130.35 |
| 2019-03-31 | $188k | 1.5k | 128.42 |
| 2018-12-31 | $160k | 1.4k | 114.12 |
| 2018-09-30 | $198k | 1.4k | 139.34 |
| 2018-06-30 | $172k | 1.3k | 135.65 |
| 2018-03-31 | $192k | 1.5k | 126.32 |
| 2017-12-31 | $165k | 1.2k | 132.74 |
| 2017-09-30 | $147k | 1.1k | 128.27 |
| 2017-06-30 | $137k | 1.1k | 122.10 |
| 2017-03-31 | $139k | 1.2k | 120.24 |
| 2016-12-31 | $173k | 1.4k | 121.06 |
More positions owned by Patriot Financial Group Insurance Agency
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