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Vanguard Small-Cap Value ETF shares owned by Allen Investment Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment 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 Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 15k 217.25
2019-06-30 $5.1M 39k 130.55
2019-03-31 $5.0M 39k 128.72
2018-12-31 $4.4M 39k 114.05
2018-09-30 $5.4M 39k 139.36
2018-06-30 $5.3M 39k 135.78
2018-03-31 $5.0M 39k 129.42
2017-12-31 $5.2M 39k 132.79
2017-09-30 $5.0M 39k 127.80
2017-06-30 $14M 117k 122.91
2017-03-31 $14M 117k 122.86
2016-12-31 $14M 114k 121.00
2016-09-30 $4.0M 36k 110.66