Vanguard Small-Cap Value ETF shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $546k | 2.6k | 208.70 |
| 2025-06-30 | $514k | 2.6k | 195.01 |
| 2025-03-31 | $534k | 2.9k | 186.29 |
| 2024-12-31 | $730k | 3.7k | 198.18 |
| 2024-09-30 | $705k | 3.5k | 200.78 |
| 2024-06-30 | $679k | 3.7k | 182.50 |
| 2024-03-31 | $715k | 3.7k | 191.86 |
| 2023-12-31 | $688k | 3.8k | 179.99 |