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Vanguard Small-Cap Value ETF shares owned by West Financial Advisors

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

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

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024300k350k400k19502000205021002150
Value ($)Share countHistorical VBR position of West Financial Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $417k 2.1k 200.78
2024-06-30 $380k 2.1k 182.52
2024-03-31 $377k 2.0k 191.88
2023-12-31 $354k 2.0k 179.97
2023-09-30 $316k 2.0k 159.49
2023-06-30 $340k 2.1k 165.40
2023-03-31 $329k 2.1k 158.76
2022-12-31 $331k 2.1k 158.80
2022-09-30 $299k 2.1k 143.34
2022-06-30 $316k 2.1k 150.05
2022-03-31 $371k 2.1k 176.16
2021-12-31 $379k 2.1k 178.69
2021-09-30 $352k 2.1k 169.15
2021-06-30 $361k 2.1k 173.47
2021-03-31 $356k 2.2k 165.58
2020-12-31 $304k 2.1k 142.06