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Vanguard Small-Cap Value ETF shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 1.1k 191.88
2023-12-31 $191k 1.1k 179.92
2023-09-30 $168k 1.1k 159.48
2023-06-30 $174k 1.0k 165.42
2023-03-31 $166k 1.0k 158.82
2022-12-31 $165k 1.0k 158.85
2022-09-30 $148k 1.0k 143.69
2022-06-30 $154k 1.0k 150.24
2022-03-31 $179k 1.0k 175.49
2021-09-30 $171k 1.0k 169.31
2021-06-30 $175k 1.0k 173.96
2021-03-31 $166k 1.0k 165.67
2020-12-31 $142k 998 142.28
2020-09-30 $110k 992 110.89
2020-06-30 $105k 982 106.92
2020-03-31 $87k 982 88.59
2019-12-31 $134k 978 137.01
2019-09-30 $125k 971 128.73
2019-06-30 $126k 962 130.98
2019-03-31 $123k 958 128.39
2018-12-31 $109k 958 113.78
2018-09-30 $132k 945 139.68
2018-06-30 $128k 945 135.45
2018-03-31 $122k 942 129.51
2017-12-31 $124k 938 132.20
2017-09-30 $118k 927 127.29
2017-06-30 $114k 924 123.38
2017-03-31 $113k 920 122.83
2016-12-31 $111k 914 121.44
2016-09-30 $101k 914 110.50
2016-06-30 $96k 909 105.61
2016-03-31 $92k 906 101.55
2015-12-31 $89k 896 99.33

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF