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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |