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

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

Historical chart of Woodward Financial 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 Woodward 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 Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 16k 212.28
2025-12-31 $3.6M 17k 211.79
2025-09-30 $3.7M 18k 208.71
2025-06-30 $3.4M 18k 195.01
2025-03-31 $3.3M 18k 186.29
2024-12-31 $3.6M 18k 198.18
2024-09-30 $3.7M 18k 200.78
2024-06-30 $3.3M 18k 180.57
2024-03-31 $3.4M 18k 190.15
2023-12-31 $3.3M 18k 179.97
2023-09-30 $3.0M 19k 159.49
2023-06-30 $3.1M 19k 165.40
2023-03-31 $3.0M 19k 158.76
2022-12-31 $3.0M 19k 158.80
2022-09-30 $2.7M 19k 143.40
2022-06-30 $2.9M 19k 149.82
2022-03-31 $3.4M 19k 175.94
2021-12-31 $3.5M 19k 178.85