Vanguard Small-Cap Value ETF shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 14k | 211.80 |
| 2025-09-30 | $2.8M | 14k | 208.71 |
| 2025-06-30 | $2.7M | 14k | 195.01 |
| 2025-03-31 | $2.8M | 15k | 186.29 |
| 2024-12-31 | $3.4M | 17k | 198.18 |
| 2024-09-30 | $3.5M | 17k | 200.78 |
| 2024-06-30 | $3.2M | 17k | 182.52 |
| 2024-03-31 | $3.5M | 18k | 191.88 |
| 2023-12-31 | $3.2M | 19k | 175.35 |
| 2023-09-30 | $3.0M | 19k | 159.49 |
| 2023-06-30 | $3.1M | 19k | 165.40 |
| 2023-03-31 | $3.1M | 20k | 158.76 |
| 2022-12-31 | $2.6M | 16k | 158.81 |
| 2022-09-30 | $320k | 2.2k | 143.50 |
| 2022-06-30 | $1.2M | 7.8k | 149.89 |
| 2022-03-31 | $1.4M | 7.9k | 175.98 |
| 2021-12-31 | $1.6M | 9.0k | 178.83 |
| 2021-09-30 | $1.4M | 8.2k | 169.27 |
| 2021-06-30 | $1.4M | 8.2k | 173.65 |
| 2021-03-31 | $795k | 8.6k | 92.60 |