Vanguard Small-Cap Value ETF shares owned by Sterling Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sterling Wealth Management
from 13F filings
Historical chart of Sterling Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sterling Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 37k | 208.71 |
| 2025-06-30 | $7.4M | 38k | 195.01 |
| 2024-12-31 | $7.7M | 39k | 198.18 |
| 2024-09-30 | $7.9M | 39k | 200.78 |
| 2024-06-30 | $7.4M | 41k | 182.52 |
| 2024-03-31 | $7.8M | 41k | 191.88 |
| 2023-12-31 | $7.3M | 41k | 179.97 |
More positions owned by Sterling Wealth Management
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