Vanguard Small-Cap Value ETF shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $811k | 3.8k | 211.81 |
| 2025-09-30 | $784k | 3.8k | 208.71 |
| 2025-06-30 | $736k | 3.8k | 195.00 |
| 2025-03-31 | $728k | 3.9k | 186.28 |
| 2024-12-31 | $774k | 3.9k | 198.19 |
| 2024-09-30 | $783k | 3.9k | 200.78 |
| 2024-06-30 | $665k | 3.6k | 182.54 |
| 2024-03-31 | $699k | 3.6k | 191.90 |
| 2023-12-31 | $541k | 3.0k | 179.98 |
| 2023-09-30 | $478k | 3.0k | 159.50 |
| 2023-06-30 | $299k | 1.9k | 158.76 |
| 2023-03-31 | $299k | 1.9k | 158.76 |