Vanguard Small-Cap Value ETF shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 12k | 191.88 |
| 2023-12-31 | $2.5M | 14k | 179.97 |
| 2023-09-30 | $1.5M | 9.6k | 159.49 |
| 2023-06-30 | $1.6M | 9.8k | 165.40 |
| 2023-03-31 | $455k | 2.9k | 158.76 |
| 2022-12-31 | $452k | 2.8k | 158.80 |
| 2022-09-30 | $408k | 2.8k | 143.36 |
| 2022-06-30 | $426k | 2.8k | 149.68 |
| 2022-03-31 | $501k | 2.8k | 176.04 |
| 2021-12-31 | $2.5M | 14k | 178.86 |
| 2021-09-30 | $482k | 2.8k | 169.36 |
| 2021-06-30 | $408k | 2.3k | 173.69 |
| 2021-03-31 | $20k | 118 | 169.49 |