Vanguard Small-Cap Value ETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 6.3k | 208.72 |
| 2025-06-30 | $1.3M | 6.5k | 195.02 |
| 2025-03-31 | $1.2M | 6.5k | 186.28 |
| 2024-12-31 | $2.4M | 12k | 198.18 |
| 2024-09-30 | $2.4M | 12k | 200.79 |
| 2024-06-30 | $806k | 4.4k | 182.53 |
| 2024-03-31 | $868k | 4.5k | 191.89 |
| 2023-12-31 | $674k | 3.7k | 179.99 |
| 2023-09-30 | $891k | 5.6k | 159.50 |
| 2018-09-30 | $436k | 3.1k | 140.14 |
| 2018-06-30 | $303k | 2.2k | 135.69 |
More positions owned by TRUE Private Wealth Advisors
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