Vanguard Small-Cap Value ETF shares owned by Secure Asset Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Secure Asset Management 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 Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $377k | 2.1k | 179.97 |
| 2023-03-31 | $234k | 1.5k | 158.79 |
| 2022-12-31 | $227k | 1.4k | 158.75 |
| 2021-12-31 | $620k | 3.5k | 178.78 |
| 2021-09-30 | $584k | 3.5k | 169.18 |
| 2021-06-30 | $647k | 3.7k | 173.74 |