Vanguard Small-Cap Value ETF shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.7k | 208.71 |
| 2025-06-30 | $1.1M | 5.7k | 195.01 |
| 2025-03-31 | $976k | 5.2k | 186.30 |
| 2024-12-31 | $1.2M | 5.8k | 198.17 |
| 2024-09-30 | $1.2M | 6.1k | 200.79 |
| 2024-06-30 | $1.1M | 5.9k | 182.51 |
| 2024-03-31 | $1.2M | 6.3k | 191.88 |
| 2023-12-31 | $1.3M | 7.3k | 179.97 |
More positions owned by Schwallier Wealth Management
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