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Vanguard Small-Cap Value ETF shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 93k 179.97
2023-09-30 $3.6M 23k 159.49
2023-06-30 $4.1M 25k 165.40
2023-03-31 $6.1M 38k 158.76
2022-12-31 $12M 73k 158.80
2022-09-30 $4.0M 28k 143.40
2022-06-30 $1.9M 13k 149.84
2022-03-31 $2.3M 13k 175.91
2021-12-31 $3.4M 19k 178.84
2021-09-30 $2.1M 12k 169.27
2021-06-30 $2.9M 17k 173.67
2021-03-31 $2.7M 16k 165.63
2020-12-31 $1.5M 11k 142.23
2020-09-30 $670k 6.1k 110.62
2020-06-30 $4.6M 43k 106.91
2020-03-31 $196k 2.2k 88.97
2019-12-31 $407k 3.0k 137.18
2019-09-30 $385k 3.0k 128.72
2019-06-30 $407k 3.1k 130.45
2019-03-31 $278k 2.2k 128.64
2018-12-31 $179k 1.6k 114.38
2018-09-30 $157k 1.1k 138.94
2018-06-30 $153k 1.1k 135.40
2018-03-31 $133k 1.0k 129.50
2017-12-31 $133k 1.0k 132.87
2017-09-30 $130k 1.0k 128.08
2017-06-30 $100k 813 123.00
2017-03-31 $124k 1.0k 122.65
2016-12-31 $100k 823 121.51
2016-09-30 $91k 823 110.57
2016-06-30 $67k 640 104.69
2016-03-31 $65k 640 101.56
2015-12-31 $63k 640 98.44
2015-09-30 $62k 640 96.88
2015-06-30 $54k 500 108.00
2015-03-31 $55k 500 110.00
2014-12-31 $53k 500 106.00
2014-09-30 $50k 500 100.00
2014-06-30 $53k 500 106.00
2014-03-31 $50k 500 100.00
2013-12-31 $49k 500 98.00
2013-09-30 $45k 500 90.00
2013-06-30 $42k 500 84.00