VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,860 Value ($000) $1,453 Avg Close Range
Q3 2025
Shares 8,122 Value ($000) $1,695 Avg Close Range
Q2 2025
Shares 7,748 Value ($000) $1,511 Avg Close Range
Q1 2025
Shares 5,948 Value ($000) $1,108 Avg Close Range
Q4 2024
Shares 6,079 Value ($000) $1,205 Avg Close Range
Q3 2024
Shares 5,571 Value ($000) $1,119 Avg Close Range
Q2 2024
Shares 5,477 Value ($000) $1,000 Avg Close Range
Q1 2024
Shares 4,996 Value ($000) $959 Avg Close Range
Q4 2023
Shares 4,096 Value ($000) $737 Avg Close Range
Q3 2023
Shares 3,538 Value ($000) $564 Avg Close Range
Q2 2023
Shares 3,296 Value ($000) $545 Avg Close Range
Q1 2023
Shares 2,873 Value ($000) $456 Avg Close Range
Q4 2022
Shares 4,532 Value ($000) $1 Avg Close Range
Q3 2022
Shares 6,267 Value ($000) $899 Avg Close Range
Q2 2022
Shares 6,842 Value ($000) $1,025 Avg Close Range
Q1 2022
Shares 10,570 Value ($000) $1,860 Avg Close Range
Q4 2021
Shares 9,555 Value ($000) $1,709 Avg Close Range
Q3 2021
Shares 9,693 Value ($000) $1,641 Avg Close Range
Q2 2021
Shares 9,986 Value ($000) $1,734 Avg Close Range
Q1 2021
Shares 12,771 Value ($000) $2,115 Avg Close Range
Q4 2020
Shares 11,192 Value ($000) $1,592 Avg Close Range
Q3 2020
Shares 12,016 Value ($000) $1,329 Avg Close Range
Q2 2020
Shares 9,149 Value ($000) $978 Avg Close Range
Q1 2020
Shares 9,331 Value ($000) $829 Avg Close Range