Vanguard Small-Cap ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 15k | 240.28 |
| 2024-09-30 | $3.1M | 13k | 237.21 |
| 2024-06-30 | $3.0M | 14k | 218.04 |
| 2024-03-31 | $2.0M | 8.5k | 228.59 |
| 2023-12-31 | $1.4M | 6.6k | 213.32 |
| 2023-09-30 | $1.2M | 6.3k | 189.08 |
| 2023-06-30 | $1.1M | 5.3k | 198.90 |
| 2023-03-31 | $1.0M | 5.3k | 189.57 |
| 2022-12-31 | $1.0M | 5.7k | 183.55 |
| 2022-09-30 | $941k | 5.5k | 170.97 |
| 2022-06-30 | $1.1M | 6.1k | 176.05 |
| 2022-03-31 | $1.2M | 5.6k | 212.60 |
| 2021-12-31 | $1.2M | 5.3k | 226.08 |
| 2021-09-30 | $1.1M | 5.0k | 218.66 |
| 2021-06-30 | $897k | 4.0k | 225.21 |
| 2021-03-31 | $853k | 4.0k | 214.11 |
| 2020-12-31 | $825k | 4.2k | 194.76 |
| 2020-09-30 | $615k | 4.0k | 153.75 |
| 2020-06-30 | $624k | 4.3k | 145.66 |
| 2020-03-31 | $476k | 3.8k | 125.46 |
| 2019-12-31 | $587k | 3.5k | 165.68 |
| 2019-09-30 | $250k | 1.6k | 154.13 |
| 2019-06-30 | $193k | 1.2k | 156.78 |
| 2019-03-31 | $216k | 1.4k | 152.97 |
| 2018-12-31 | $149k | 1.1k | 131.74 |
| 2018-09-30 | $105k | 722 | 145.43 |
| 2018-06-30 | $96k | 598 | 160.54 |
| 2018-03-31 | $19k | 131 | 145.04 |
| 2017-12-31 | $24k | 165 | 145.45 |
| 2017-09-30 | $18k | 127 | 141.73 |