Vanguard Small-Cap Value ETF shares owned by Adviser Investments
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $65M | 360k | 179.97 |
| 2023-09-30 | $56M | 350k | 159.49 |
| 2023-06-30 | $56M | 340k | 165.40 |
| 2023-03-31 | $49M | 311k | 158.76 |
| 2022-12-31 | $49M | 297k | 166.43 |
| 2022-09-30 | $557k | 3.9k | 143.52 |
| 2020-03-31 | $207k | 2.3k | 88.73 |
| 2019-12-31 | $6.5M | 48k | 137.07 |
| 2019-09-30 | $5.9M | 46k | 128.84 |
| 2019-06-30 | $7.6M | 58k | 130.54 |
| 2019-03-31 | $7.1M | 55k | 128.73 |
| 2018-12-31 | $3.9M | 35k | 114.07 |
| 2018-09-30 | $5.0M | 36k | 139.35 |
| 2018-06-30 | $2.3M | 17k | 135.78 |
| 2018-03-31 | $284k | 2.2k | 129.21 |
| 2017-12-31 | $376k | 2.8k | 132.67 |
| 2017-09-30 | $272k | 2.1k | 127.70 |
| 2017-06-30 | $328k | 2.7k | 122.98 |
| 2017-03-31 | $328k | 2.7k | 122.98 |