Vanguard Small-Cap Value ETF shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 24k | 208.71 |
| 2025-06-30 | $5.0M | 26k | 195.01 |
| 2025-03-31 | $5.4M | 29k | 186.29 |
| 2024-12-31 | $5.9M | 30k | 198.18 |
| 2024-09-30 | $6.6M | 33k | 200.78 |
| 2024-06-30 | $6.1M | 33k | 182.52 |
| 2024-03-31 | $6.4M | 33k | 191.88 |
| 2023-12-31 | $5.5M | 30k | 179.97 |
| 2023-09-30 | $4.6M | 29k | 159.49 |
| 2023-06-30 | $4.4M | 27k | 165.40 |
| 2023-03-31 | $4.0M | 25k | 158.76 |
| 2022-12-31 | $3.7M | 23k | 158.80 |
| 2022-09-30 | $2.6M | 18k | 143.39 |
| 2022-06-30 | $2.2M | 14k | 149.86 |
| 2022-03-31 | $1.5M | 8.3k | 177.33 |
| 2021-12-31 | $1.2M | 6.9k | 178.81 |