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Vanguard Small-Cap Value ETF shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.9k 200.78
2024-06-30 $1.3M 7.3k 182.51
2024-03-31 $1.0M 5.3k 191.89
2023-09-30 $959k 6.0k 159.49
2023-06-30 $1.0M 6.2k 165.41
2023-03-31 $1.1M 6.8k 158.76
2022-12-31 $1.2M 7.3k 158.81
2022-09-30 $1.0M 7.3k 143.43
2022-06-30 $1.1M 7.1k 149.85
2022-03-31 $1.8M 10k 175.90