Vanguard Small-Cap Value ETF shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $827k | 4.0k | 208.75 |
| 2025-06-30 | $895k | 4.6k | 195.07 |
| 2025-03-31 | $871k | 4.7k | 186.31 |
| 2024-12-31 | $1.1M | 5.4k | 198.22 |
| 2024-09-30 | $1.1M | 5.6k | 200.77 |
| 2024-06-30 | $1.0M | 5.6k | 182.60 |
| 2024-03-31 | $1.1M | 5.7k | 191.96 |
| 2023-09-30 | $923k | 5.8k | 159.47 |
| 2023-06-30 | $960k | 5.8k | 165.37 |
| 2023-03-31 | $945k | 6.0k | 158.71 |
More positions owned by Perennial Investment Advisors
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