Vanguard Small-Cap Value ETF shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $354k | 1.7k | 208.71 |
| 2025-06-30 | $300k | 1.5k | 195.01 |
| 2025-03-31 | $287k | 1.5k | 186.29 |
| 2024-12-31 | $533k | 2.7k | 198.18 |
| 2024-09-30 | $546k | 2.7k | 200.78 |
| 2024-06-30 | $526k | 2.9k | 182.52 |
| 2024-03-31 | $548k | 2.9k | 191.88 |
| 2023-12-31 | $513k | 2.9k | 179.97 |
| 2023-09-30 | $584k | 3.7k | 159.49 |
| 2023-06-30 | $558k | 3.4k | 165.40 |
| 2023-03-31 | $673k | 4.2k | 158.76 |
| 2022-12-31 | $333k | 2.1k | 158.80 |