Vanguard Small-Cap Value ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 2.5k | 208.95 |
| 2025-06-30 | $484k | 2.5k | 195.92 |
| 2025-03-31 | $509k | 2.7k | 186.27 |
| 2024-12-31 | $523k | 2.6k | 198.18 |
| 2024-09-30 | $381k | 1.9k | 200.78 |
| 2024-06-30 | $346k | 1.9k | 183.54 |
| 2024-03-31 | $354k | 1.8k | 191.88 |
| 2023-12-31 | $358k | 2.0k | 179.95 |
| 2023-09-30 | $294k | 1.8k | 159.49 |
| 2023-06-30 | $305k | 1.8k | 165.40 |
More positions owned by Steel Peak Wealth Management
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