Vanguard Small-Cap Value ETF shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $613k | 4.3k | 143.39 |
| 2022-06-30 | $639k | 4.3k | 149.75 |
| 2022-03-31 | $734k | 4.2k | 175.93 |
| 2021-12-31 | $777k | 4.3k | 178.83 |
| 2021-09-30 | $748k | 4.4k | 169.23 |
| 2021-06-30 | $754k | 4.3k | 173.77 |
| 2021-03-31 | $718k | 4.3k | 165.59 |
| 2020-12-31 | $682k | 4.8k | 142.20 |
| 2020-09-30 | $467k | 4.2k | 110.74 |
| 2020-06-30 | $476k | 4.4k | 107.01 |
| 2020-03-31 | $617k | 6.9k | 88.84 |
| 2019-12-31 | $587k | 4.3k | 136.99 |
| 2019-09-30 | $551k | 4.3k | 128.74 |
| 2019-06-30 | $526k | 4.0k | 130.59 |
| 2019-03-31 | $518k | 4.0k | 128.70 |
| 2018-12-31 | $482k | 4.2k | 114.16 |
| 2018-09-30 | $501k | 3.6k | 139.48 |
| 2018-06-30 | $595k | 4.4k | 135.88 |
| 2018-03-31 | $602k | 4.7k | 129.41 |
| 2017-12-31 | $570k | 4.3k | 132.87 |
| 2017-09-30 | $316k | 2.5k | 127.63 |
| 2017-06-30 | $299k | 2.4k | 122.84 |
| 2017-03-31 | $245k | 2.0k | 122.93 |
| 2016-12-31 | $235k | 1.9k | 120.95 |
| 2016-09-30 | $210k | 1.9k | 110.47 |
| 2016-06-30 | $212k | 2.0k | 105.11 |
| 2016-03-31 | $201k | 2.0k | 101.82 |
| 2015-06-30 | $248k | 2.3k | 107.83 |
| 2015-03-31 | $244k | 2.2k | 109.32 |
| 2014-12-31 | $236k | 2.2k | 105.73 |
| 2014-09-30 | $223k | 2.2k | 99.91 |