Vanguard Small-Cap Value ETF shares owned by Bell Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bell Investment Advisors
from 13F filings
Historical chart of Bell Investment Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Bell Investment 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 Bell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $350k | 1.8k | 191.87 |
| 2023-12-31 | $320k | 1.8k | 179.95 |
| 2023-09-30 | $275k | 1.7k | 159.45 |
| 2023-06-30 | $280k | 1.7k | 165.42 |
| 2023-03-31 | $263k | 1.7k | 158.77 |
| 2022-12-31 | $260k | 1.6k | 158.76 |
| 2022-09-30 | $235k | 1.6k | 143.64 |
| 2022-06-30 | $249k | 1.7k | 150.00 |
| 2021-12-31 | $291k | 1.6k | 178.64 |
| 2021-09-30 | $273k | 1.6k | 169.35 |