Vanguard Small-Cap Value ETF shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $503k | 2.1k | 243.15 |
| 2026-03-31 | $448k | 2.1k | 217.37 |
| 2025-12-31 | $435k | 2.1k | 211.96 |
| 2025-09-30 | $434k | 2.1k | 208.86 |
| 2025-06-30 | $409k | 2.1k | 195.10 |
| 2025-03-31 | $391k | 2.1k | 186.37 |
| 2024-12-31 | $481k | 2.4k | 198.23 |
| 2024-09-30 | $490k | 2.4k | 200.86 |
| 2024-06-30 | $443k | 2.4k | 182.62 |
| 2024-03-31 | $465k | 2.4k | 191.98 |
| 2023-12-31 | $450k | 2.5k | 180.38 |
| 2023-09-30 | $380k | 2.4k | 159.55 |
| 2023-06-30 | $400k | 491 | 813.72 |
| 2023-03-31 | $320k | 2.0k | 158.87 |
| 2022-12-31 | $318k | 2.0k | 158.88 |
More positions owned by Pension & Wealth Management Advisors
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