Vanguard Small-Cap Value ETF shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $204k | 937 | 217.25 |
| 2024-12-31 | $210k | 1.1k | 198.18 |
| 2024-09-30 | $212k | 1.1k | 200.78 |
| 2024-06-30 | $214k | 1.2k | 182.52 |
| 2024-03-31 | $307k | 1.6k | 191.88 |
| 2023-12-31 | $258k | 1.4k | 179.97 |
| 2023-09-30 | $249k | 1.6k | 159.49 |
| 2023-06-30 | $261k | 1.6k | 165.40 |
| 2023-03-31 | $270k | 1.7k | 158.76 |
| 2022-12-31 | $275k | 1.7k | 158.80 |
| 2022-09-30 | $248k | 1.7k | 143.10 |
| 2022-06-30 | $360k | 2.4k | 149.63 |
| 2022-03-31 | $296k | 1.7k | 176.09 |
| 2021-12-31 | $308k | 1.7k | 179.07 |
| 2021-09-30 | $307k | 1.8k | 169.24 |
| 2021-06-30 | $310k | 1.8k | 170.89 |
| 2021-03-31 | $301k | 1.8k | 165.20 |
| 2020-12-31 | $298k | 2.1k | 141.97 |
| 2020-09-30 | $222k | 2.0k | 110.83 |
| 2020-06-30 | $212k | 2.0k | 107.02 |
| 2019-12-31 | $387k | 2.8k | 136.99 |
More positions owned by Regent Peak Wealth Advisors
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