Vanguard Small-Cap Value ETF shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 8.9k | 208.71 |
| 2025-06-30 | $1.7M | 8.9k | 195.01 |
| 2025-03-31 | $1.7M | 8.9k | 186.29 |
| 2024-12-31 | $1.9M | 9.5k | 198.18 |
| 2024-09-30 | $1.9M | 9.7k | 200.78 |
| 2024-06-30 | $1.8M | 9.6k | 182.52 |
| 2024-03-31 | $1.9M | 10k | 191.88 |
| 2023-12-31 | $2.1M | 12k | 179.97 |
| 2023-09-30 | $2.6M | 16k | 159.49 |
| 2023-06-30 | $2.7M | 16k | 165.40 |
| 2023-03-31 | $2.7M | 17k | 158.76 |
| 2022-12-31 | $2.9M | 18k | 158.80 |
| 2022-09-30 | $2.9M | 20k | 143.38 |
| 2022-06-30 | $3.1M | 21k | 149.82 |
| 2022-03-31 | $3.8M | 22k | 175.92 |
| 2021-12-31 | $4.2M | 24k | 178.85 |
| 2021-09-30 | $4.3M | 25k | 169.25 |
| 2021-06-30 | $5.4M | 31k | 173.66 |
| 2021-03-31 | $5.9M | 36k | 165.62 |
| 2020-12-31 | $6.9M | 48k | 142.21 |
More positions owned by Windward Private Wealth Management
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