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Vanguard Small-Cap Value ETF shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $774k 4.3k 179.98
2022-12-31 $698k 4.4k 158.79
2022-09-30 $635k 4.4k 143.44
2022-06-30 $660k 4.4k 149.83
2022-03-31 $802k 4.5k 178.94
2021-12-31 $745k 4.4k 169.36