Vanguard Small-Cap Value ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 1.3k | 208.71 |
| 2025-06-30 | $248k | 1.3k | 195.01 |
| 2025-03-31 | $236k | 1.3k | 186.29 |
| 2024-12-31 | $274k | 1.4k | 198.18 |
| 2024-09-30 | $277k | 1.4k | 200.84 |
| 2024-06-30 | $252k | 1.4k | 182.56 |
| 2024-03-31 | $267k | 1.4k | 191.93 |
| 2023-12-31 | $248k | 1.4k | 179.94 |
| 2021-12-31 | $2.8M | 16k | 178.84 |
| 2021-09-30 | $2.6M | 16k | 169.26 |
| 2021-06-30 | $2.4M | 14k | 173.68 |