Vanguard Small-Cap Value ETF shares owned by Advisory Services & Investments
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Advisory Services & Investments
from 13F filings
Historical chart of Advisory Services & Investments 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 Advisory Services & Investments 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 Advisory Services & Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $239k | 1.2k | 200.78 |
| 2024-06-30 | $217k | 1.2k | 182.52 |
| 2024-03-31 | $228k | 1.2k | 191.88 |
| 2023-06-30 | $202k | 1.2k | 165.46 |
| 2022-12-31 | $340k | 2.1k | 158.80 |
| 2022-09-30 | $569k | 4.0k | 143.43 |
| 2022-06-30 | $2.5M | 16k | 149.79 |
| 2022-03-31 | $10M | 59k | 175.94 |
| 2021-12-31 | $11M | 59k | 178.86 |
| 2021-09-30 | $10M | 60k | 169.25 |
| 2021-06-30 | $10M | 59k | 173.67 |
| 2021-03-31 | $9.8M | 59k | 165.62 |
More positions owned by Advisory Services & Investments
View all positions for Advisory Services & Investments