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Vanguard Small-Cap Value ETF shares owned by Wealthstream Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wealthstream Advisors from 13F filings

Historical chart of Wealthstream Advisors investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Wealthstream 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 3.1k 208.68
2025-06-30 $603k 3.1k 194.98
2025-03-31 $576k 3.1k 186.26
2024-12-31 $611k 3.1k 198.17
2024-09-30 $618k 3.1k 200.76
2024-06-30 $559k 3.1k 182.52
2024-03-31 $599k 3.1k 191.88
2023-12-31 $551k 3.1k 179.95
2023-09-30 $487k 3.1k 159.47
2023-06-30 $515k 3.1k 165.38
2023-03-31 $493k 3.1k 158.75
2022-12-31 $492k 3.1k 158.78
2022-09-30 $453k 3.2k 143.26
2022-06-30 $466k 3.1k 149.94
2022-03-31 $546k 3.1k 175.96
2021-12-31 $554k 3.1k 178.77