Vanguard Small-Cap Value ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 1.9k | 208.66 |
| 2025-06-30 | $525k | 2.7k | 194.98 |
| 2024-12-31 | $509k | 2.6k | 198.20 |
| 2024-09-30 | $329k | 1.6k | 200.78 |
| 2024-06-30 | $361k | 2.0k | 182.52 |
| 2024-03-31 | $469k | 2.4k | 191.88 |
| 2023-12-31 | $277k | 1.5k | 179.98 |
| 2023-09-30 | $240k | 1.5k | 159.47 |
| 2022-03-31 | $211k | 1.2k | 175.98 |
| 2021-12-31 | $291k | 1.6k | 178.64 |
| 2021-09-30 | $331k | 2.0k | 169.31 |
| 2021-06-30 | $340k | 2.0k | 173.91 |
| 2021-03-31 | $352k | 2.1k | 165.41 |
| 2020-12-31 | $392k | 2.8k | 142.39 |