Vanguard Small-Cap Value ETF shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $525k | 2.5k | 208.72 |
| 2025-06-30 | $506k | 2.5k | 201.15 |
| 2025-03-31 | $431k | 2.5k | 171.24 |
| 2024-12-31 | $503k | 2.5k | 199.74 |
| 2024-09-30 | $478k | 2.4k | 197.91 |
| 2024-06-30 | $462k | 2.6k | 180.26 |
| 2024-03-31 | $473k | 2.6k | 184.55 |
| 2023-12-31 | $449k | 2.6k | 175.18 |
| 2023-09-30 | $411k | 2.6k | 155.06 |
| 2023-06-30 | $440k | 2.6k | 166.27 |
| 2022-12-31 | $442k | 2.6k | 166.96 |
| 2022-09-30 | $377k | 2.6k | 143.35 |
| 2022-06-30 | $392k | 2.6k | 149.85 |
| 2022-03-31 | $458k | 2.6k | 175.95 |
| 2021-12-31 | $467k | 2.6k | 178.86 |
| 2021-09-30 | $439k | 2.6k | 169.24 |
| 2021-06-30 | $449k | 2.6k | 173.76 |
| 2021-03-31 | $486k | 2.9k | 165.59 |
| 2020-12-31 | $487k | 3.4k | 142.27 |
| 2020-09-30 | $375k | 3.4k | 110.65 |
| 2020-06-30 | $361k | 3.4k | 106.93 |
| 2020-03-31 | $273k | 3.1k | 88.78 |
| 2019-12-31 | $419k | 3.1k | 136.93 |
| 2019-09-30 | $493k | 3.8k | 128.83 |
| 2019-06-30 | $662k | 5.1k | 130.52 |
More positions owned by Selective Wealth Management
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