Vanguard Small-Cap Value ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 355k | 19.33 |
| 2025-06-30 | $6.2M | 354k | 17.56 |
| 2025-03-31 | $3.7M | 383k | 9.70 |
| 2024-12-31 | $3.3M | 17k | 198.18 |
| 2024-09-30 | $3.2M | 16k | 200.79 |
| 2024-06-30 | $2.8M | 16k | 182.52 |
| 2024-03-31 | $2.9M | 15k | 191.88 |
| 2023-12-31 | $2.4M | 14k | 179.98 |
| 2023-09-30 | $2.0M | 12k | 159.49 |
| 2023-06-30 | $1.9M | 12k | 165.40 |
| 2023-03-31 | $2.1M | 13k | 158.76 |
| 2022-12-31 | $2.2M | 14k | 158.80 |
| 2022-09-30 | $1.8M | 12k | 143.35 |
| 2022-06-30 | $1.8M | 12k | 149.81 |
| 2022-03-31 | $3.0M | 17k | 175.90 |
| 2021-12-31 | $3.1M | 17k | 178.65 |
| 2021-09-30 | $3.1M | 18k | 169.24 |
| 2021-06-30 | $3.6M | 21k | 173.65 |
| 2021-03-31 | $4.7M | 28k | 165.58 |
| 2020-12-31 | $4.4M | 28k | 157.18 |