Vanguard Small-Cap Value ETF shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management 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 Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 1.2k | 200.85 |
| 2024-06-30 | $203k | 1.1k | 182.52 |
| 2024-03-31 | $302k | 1.6k | 191.88 |
| 2023-12-31 | $283k | 1.6k | 179.97 |
| 2023-09-30 | $227k | 1.4k | 159.49 |
| 2023-06-30 | $235k | 1.4k | 165.40 |
| 2023-03-31 | $19k | 120 | 158.76 |
| 2022-12-31 | $19k | 120 | 158.80 |
| 2022-09-30 | $18k | 120 | 150.00 |
| 2022-06-30 | $18k | 120 | 150.00 |
| 2022-03-31 | $21k | 120 | 175.00 |
| 2021-12-31 | $21k | 120 | 175.00 |
| 2021-09-30 | $24k | 139 | 172.66 |
| 2021-06-30 | $24k | 139 | 172.66 |
| 2021-03-31 | $23k | 139 | 165.47 |
| 2020-12-31 | $20k | 139 | 143.88 |