Vanguard Small-Cap Value ETF shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 173k | 208.71 |
| 2025-06-30 | $33M | 171k | 195.01 |
| 2025-03-31 | $32M | 171k | 186.29 |
| 2024-12-31 | $34M | 165k | 203.32 |
| 2024-09-30 | $32M | 157k | 200.78 |
| 2024-06-30 | $29M | 157k | 182.52 |
| 2024-03-31 | $31M | 161k | 191.88 |
| 2023-12-31 | $27M | 149k | 179.97 |
| 2023-09-30 | $23M | 143k | 159.49 |
| 2023-06-30 | $23M | 136k | 165.40 |
| 2023-03-31 | $20M | 129k | 158.76 |
| 2022-12-31 | $19M | 122k | 158.80 |
| 2022-06-30 | $16M | 109k | 149.82 |
| 2022-03-31 | $18M | 101k | 175.94 |
| 2021-12-31 | $15M | 86k | 178.85 |
More positions owned by Strategies Wealth Advisors
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