Vanguard Small-Cap Value ETF shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 8.5k | 224.38 |
| 2025-09-30 | $1.2M | 5.7k | 207.62 |
| 2025-06-30 | $247k | 1.2k | 198.20 |
| 2025-03-31 | $232k | 1.2k | 186.22 |
| 2024-12-31 | $246k | 1.2k | 198.11 |
| 2024-09-30 | $250k | 1.2k | 200.71 |
| 2024-06-30 | $227k | 1.2k | 182.46 |
| 2024-03-31 | $239k | 1.2k | 191.81 |
| 2023-12-31 | $224k | 1.2k | 179.91 |
More positions owned by Shared Vision Wealth Group
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