Vanguard Small-Cap Value ETF shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by SageView Advisory Group 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 SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $82M | 470k | 175.27 |
| 2023-12-31 | $797k | 4.4k | 179.38 |
| 2023-09-30 | $843k | 5.3k | 159.56 |
| 2023-06-30 | $1.0M | 6.2k | 165.44 |
| 2023-03-31 | $3.0M | 19k | 158.76 |
| 2022-12-31 | $3.3M | 21k | 158.80 |