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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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