Vanguard Small-Cap Value ETF shares owned by Willner & Heller
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 3.8k | 208.70 |
| 2025-06-30 | $738k | 3.8k | 195.03 |
| 2025-03-31 | $745k | 4.0k | 186.30 |
| 2024-12-31 | $814k | 4.1k | 198.16 |
| 2024-09-30 | $869k | 4.3k | 200.77 |
| 2024-06-30 | $777k | 4.3k | 182.52 |
| 2024-03-31 | $829k | 4.3k | 191.88 |
| 2023-12-31 | $774k | 4.3k | 179.98 |
| 2022-12-31 | $698k | 4.4k | 158.79 |
| 2022-09-30 | $635k | 4.4k | 143.44 |
| 2022-06-30 | $660k | 4.4k | 149.83 |
| 2022-03-31 | $802k | 4.5k | 178.94 |
| 2021-12-31 | $745k | 4.4k | 169.36 |