Vanguard Small-Cap Value ETF shares owned by Apella Capital
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 90k | 188.94 |
| 2023-12-31 | $17M | 99k | 175.15 |
| 2023-09-30 | $19M | 122k | 159.49 |
| 2023-06-30 | $22M | 135k | 165.40 |
| 2022-12-31 | $24M | 149k | 158.80 |
| 2022-09-30 | $23M | 163k | 143.40 |
| 2022-06-30 | $26M | 173k | 149.82 |
| 2022-03-31 | $33M | 190k | 175.94 |
| 2021-12-31 | $27M | 152k | 178.85 |
| 2021-09-30 | $18M | 104k | 169.26 |
| 2021-06-30 | $9.6M | 56k | 173.67 |
| 2021-03-31 | $8.6M | 52k | 165.60 |
| 2020-12-31 | $6.7M | 47k | 142.22 |
| 2020-09-30 | $4.5M | 40k | 110.62 |
| 2020-06-30 | $3.4M | 32k | 106.91 |
| 2020-03-31 | $2.2M | 25k | 88.80 |