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
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |