Vanguard Small-Cap Value ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 44k | 208.71 |
| 2025-06-30 | $7.9M | 41k | 195.01 |
| 2025-03-31 | $6.4M | 38k | 166.00 |
| 2024-12-31 | $7.3M | 37k | 198.18 |
| 2024-09-30 | $7.0M | 35k | 200.78 |
| 2024-06-30 | $6.2M | 34k | 182.52 |
| 2024-03-31 | $6.5M | 34k | 191.88 |
| 2023-12-31 | $23M | 126k | 178.18 |
| 2023-09-30 | $19M | 122k | 159.49 |
| 2023-06-30 | $18M | 111k | 165.40 |
| 2023-03-31 | $21M | 132k | 158.76 |
| 2022-12-31 | $23M | 145k | 158.80 |
| 2022-09-30 | $17M | 118k | 143.40 |
| 2022-06-30 | $17M | 113k | 149.82 |
| 2022-03-31 | $22M | 124k | 175.94 |
| 2021-12-31 | $21M | 116k | 178.85 |
| 2021-09-30 | $14M | 83k | 169.27 |
| 2021-06-30 | $17M | 95k | 173.66 |
| 2021-03-31 | $13M | 80k | 165.61 |
| 2020-12-31 | $11M | 80k | 142.21 |
| 2020-09-30 | $7.9M | 71k | 110.62 |
| 2020-06-30 | $6.3M | 59k | 106.92 |
| 2020-03-31 | $4.1M | 47k | 88.79 |
| 2019-12-31 | $5.5M | 40k | 137.08 |
| 2019-09-30 | $4.8M | 37k | 128.86 |
| 2019-06-30 | $4.7M | 36k | 130.54 |
| 2019-03-31 | $1.6M | 12k | 128.71 |
| 2018-12-31 | $385k | 3.4k | 114.21 |
| 2018-09-30 | $2.0M | 14k | 139.36 |
| 2018-06-30 | $1.1M | 8.0k | 135.80 |
| 2018-03-31 | $862k | 6.7k | 129.45 |
| 2017-12-31 | $719k | 5.4k | 132.78 |
| 2017-09-30 | $294k | 2.3k | 127.72 |