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Vanguard Small-Cap Value ETF shares owned by Wambolt & Associates

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

Historical chart of Wambolt & Associates 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 Wambolt & Associates 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 Wambolt & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $585k 3.1k 190.18
2023-12-31 $1.0M 5.7k 179.96
2023-09-30 $1.1M 6.9k 156.95
2023-06-30 $1.1M 6.7k 165.41
2023-03-31 $1.1M 7.2k 158.87
2022-12-31 $975k 6.1k 158.79
2022-09-30 $843k 5.9k 143.46
2022-06-30 $867k 5.8k 149.84
2022-03-31 $960k 5.4k 177.09
2021-12-31 $897k 5.0k 178.86
2021-09-30 $784k 4.5k 172.38
2021-06-30 $716k 4.1k 175.36
2021-03-31 $566k 3.4k 167.70
2020-12-31 $302k 2.1k 142.05
2019-06-30 $230k 1.8k 130.31
2019-03-31 $231k 1.8k 130.88
2018-12-31 $203k 1.8k 113.79