Vanguard Small-Cap Value ETF shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Wsfs Capital Management 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 Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 2.3k | 208.67 |
| 2025-06-30 | $438k | 2.2k | 195.03 |
| 2025-03-31 | $407k | 2.2k | 186.30 |
| 2024-12-31 | $628k | 3.2k | 198.21 |
| 2024-09-30 | $636k | 3.2k | 200.76 |
| 2024-06-30 | $606k | 3.3k | 182.53 |
| 2024-03-31 | $622k | 3.2k | 191.87 |
| 2023-12-31 | $588k | 3.3k | 179.99 |
| 2023-09-30 | $537k | 3.4k | 159.49 |
| 2023-06-30 | $593k | 3.6k | 165.40 |