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Vanguard Small-Cap Value ETF shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 10k 159.49
2023-06-30 $1.5M 9.2k 165.41
2023-03-31 $1.4M 9.1k 158.77
2022-12-31 $1.4M 8.7k 158.79
2022-09-30 $1.2M 8.7k 143.42
2022-06-30 $1.2M 8.2k 149.81
2022-03-31 $1.4M 8.0k 175.97
2021-12-31 $1.4M 8.0k 178.87
2021-09-30 $1.4M 8.2k 169.24
2021-06-30 $1.4M 8.0k 173.60
2020-12-31 $1.1M 7.9k 142.17
2020-06-30 $852k 8.0k 106.95
2019-12-31 $886k 6.5k 137.00
2019-09-30 $707k 5.5k 128.92
2019-06-30 $670k 5.1k 130.48
2019-03-31 $644k 5.0k 128.67
2018-12-31 $593k 5.2k 114.08
2018-09-30 $691k 5.0k 139.46
2018-06-30 $593k 4.4k 135.76
2018-03-31 $598k 4.6k 129.49
2017-12-31 $606k 4.6k 132.78
2017-09-30 $597k 4.7k 127.78
2017-06-30 $588k 4.8k 122.91
2017-03-31 $551k 4.5k 122.83
2016-12-31 $476k 3.9k 121.12
2016-09-30 $312k 2.8k 110.48
2016-06-30 $231k 2.2k 105.48
2015-09-30 $61k 637 95.76
2015-06-30 $58k 538 107.81
2015-03-31 $60k 552 108.70
2014-12-31 $58k 552 105.07
2014-09-30 $55k 552 99.64
2014-06-30 $23k 219 105.50
2014-03-31 $22k 219 100.46
2013-12-31 $21k 219 95.89
2013-09-30 $178k 2.0k 90.22
2013-06-30 $250k 3.0k 83.56