Vanguard Small-Cap Value ETF shares owned by Vestia Personal Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Vestia Personal Wealth Advisors
from 13F filings
Historical chart of Vestia Personal Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Vestia Personal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 1.5k | 208.78 |
| 2025-06-30 | $287k | 1.5k | 195.04 |
| 2025-03-31 | $284k | 1.5k | 186.34 |
| 2024-12-31 | $289k | 1.5k | 198.21 |
| 2024-09-30 | $284k | 1.4k | 200.72 |
| 2024-06-30 | $259k | 1.4k | 182.48 |
More positions owned by Vestia Personal Wealth Advisors
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