Vanguard Small-Cap Value ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $31M | 171k | 179.97 |
| 2023-09-30 | $26M | 164k | 159.49 |
| 2023-06-30 | $27M | 161k | 165.40 |
| 2023-03-31 | $25M | 159k | 158.76 |
| 2022-12-31 | $26M | 162k | 158.80 |
| 2022-09-30 | $22M | 153k | 143.40 |
| 2022-06-30 | $17M | 116k | 149.82 |
| 2022-03-31 | $20M | 112k | 175.97 |
| 2021-12-31 | $13M | 74k | 178.96 |
| 2021-09-30 | $12M | 72k | 169.73 |
| 2021-06-30 | $12M | 71k | 173.66 |
| 2021-03-31 | $9.7M | 59k | 165.63 |
| 2020-12-31 | $7.6M | 53k | 142.62 |
| 2020-09-30 | $1.6M | 15k | 106.91 |
| 2020-06-30 | $1.6M | 15k | 106.91 |
| 2020-03-31 | $1.4M | 16k | 84.71 |
| 2019-12-31 | $362k | 2.8k | 127.11 |
More positions owned by Shepherd Financial Partners
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