Vanguard Small-Cap Value ETF shares owned by Sound Income Strategies
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sound Income Strategies
from 13F filings
Historical chart of Sound Income Strategies investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sound Income Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $322k | 1.3k | 243.00 |
| 2026-03-31 | $302k | 1.4k | 218.13 |
| 2025-12-31 | $333k | 1.5k | 224.98 |
| 2025-09-30 | $192k | 927 | 207.58 |
| 2025-06-30 | $176k | 904 | 195.06 |
| 2025-03-31 | $65k | 350 | 186.42 |
| 2024-12-31 | $74k | 374 | 197.99 |
| 2024-09-30 | $69k | 342 | 200.70 |
| 2024-06-30 | $49k | 268 | 182.22 |
| 2024-03-31 | $7.9k | 41 | 191.88 |
| 2023-12-31 | $6.9k | 38 | 180.42 |
| 2023-09-30 | $2.1k | 13 | 160.00 |
| 2023-06-30 | $18k | 106 | 165.40 |
| 2022-12-31 | $7.0k | 44 | 158.80 |
| 2022-06-30 | $5.0k | 33 | 151.52 |
| 2022-03-31 | $5.0k | 28 | 178.57 |
| 2021-12-31 | $5.0k | 28 | 178.57 |
| 2021-09-30 | $5.0k | 28 | 178.57 |
| 2021-06-30 | $5.0k | 28 | 178.57 |
| 2021-03-31 | $9.3k | 56 | 165.61 |
| 2020-12-31 | $4.0k | 28 | 142.86 |
| 2020-09-30 | $3.0k | 28 | 107.14 |
| 2020-06-30 | $3.0k | 28 | 107.14 |
| 2020-03-31 | $2.0k | 28 | 71.43 |
| 2019-06-30 | $13k | 102 | 127.45 |
| 2019-03-31 | $53k | 410 | 129.27 |
| 2018-12-31 | $57k | 410 | 139.02 |
| 2018-09-30 | $56k | 410 | 136.59 |
| 2018-06-30 | $56k | 410 | 136.59 |