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Vanguard Small-Cap Value ETF shares owned by Sage Financial

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

Historical chart of Sage Financial investment in Vanguard Small-Cap Value ETF

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All positions including Vanguard Small-Cap Value ETF held by Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 42k 179.97
2023-09-30 $6.9M 43k 159.49
2023-06-30 $7.1M 43k 165.40
2023-03-31 $6.8M 43k 158.76
2022-12-31 $6.4M 40k 158.80
2022-09-30 $5.8M 40k 143.40
2022-06-30 $5.9M 39k 149.82
2022-03-31 $6.9M 39k 175.95
2021-12-31 $7.0M 39k 178.85
2021-09-30 $6.6M 39k 169.27
2021-06-30 $6.9M 40k 173.67
2021-03-31 $6.8M 41k 165.61
2020-12-31 $5.7M 40k 142.22
2020-09-30 $4.4M 40k 110.62
2020-06-30 $4.3M 40k 106.92
2020-03-31 $1.8M 20k 88.79
2019-12-31 $3.6M 26k 137.05
2019-09-30 $3.4M 27k 128.86
2019-06-30 $3.5M 27k 130.55
2019-03-31 $3.5M 27k 128.74
2018-12-31 $3.2M 28k 114.08
2018-09-30 $5.7M 41k 139.36
2018-06-30 $5.4M 40k 135.78
2018-03-31 $5.0M 39k 129.42
2017-12-31 $5.0M 38k 132.77
2017-09-30 $4.1M 32k 127.80
2017-06-30 $3.9M 32k 122.91
2017-03-31 $3.7M 30k 122.85
2016-12-31 $3.4M 28k 120.99
2016-09-30 $3.2M 29k 110.67
2016-06-30 $3.0M 28k 105.32
2016-03-31 $2.7M 27k 101.87
2015-12-31 $2.5M 25k 98.77
2015-09-30 $3.5M 36k 96.85
2015-06-30 $2.9M 27k 107.82
2015-03-31 $2.9M 27k 109.42
2014-12-31 $3.3M 32k 105.76
2013-12-31 $220k 2.3k 97.22

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF