Vanguard Small-Cap Value ETF shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $73k | 345 | 211.65 |
| 2025-09-30 | $72k | 345 | 208.57 |
| 2025-06-30 | $67k | 345 | 194.88 |
| 2025-03-31 | $64k | 345 | 186.17 |
| 2023-09-30 | $78k | 488 | 159.49 |
| 2023-06-30 | $59k | 355 | 165.40 |
| 2023-03-31 | $82k | 516 | 158.76 |
| 2022-12-31 | $56k | 355 | 158.80 |