Vanguard Small-Cap Value ETF shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $855k | 4.1k | 207.73 |
| 2025-06-30 | $563k | 2.9k | 194.94 |
| 2025-03-31 | $983k | 5.3k | 186.32 |
| 2024-12-31 | $1.2M | 6.1k | 198.45 |
| 2024-09-30 | $1.0M | 5.0k | 200.04 |
| 2023-12-31 | $940k | 5.2k | 179.98 |
| 2023-06-30 | $1.0M | 6.1k | 165.44 |
| 2023-03-31 | $815M | 5.1k | 158760.51 |
| 2022-12-31 | $1.2B | 7.8k | 158807.60 |
| 2022-09-30 | $1.6M | 11k | 143.43 |
| 2022-06-30 | $25M | 164k | 149.96 |
| 2022-03-31 | $27M | 154k | 175.94 |
| 2021-12-31 | $26M | 143k | 180.40 |
| 2021-09-30 | $24M | 141k | 169.40 |
| 2021-06-30 | $24M | 137k | 173.53 |
| 2021-03-31 | $23M | 137k | 165.67 |
| 2020-12-31 | $19M | 134k | 142.06 |
| 2020-09-30 | $15M | 131k | 113.65 |
| 2020-03-31 | $10M | 112k | 88.62 |
| 2019-12-31 | $6.7M | 49k | 136.98 |
| 2019-09-30 | $1.0M | 7.8k | 128.82 |
| 2019-06-30 | $1.2M | 9.2k | 130.57 |
| 2019-03-31 | $1.2M | 9.4k | 128.75 |
| 2018-12-31 | $976k | 8.6k | 114.06 |
| 2018-09-30 | $1.1M | 8.2k | 139.30 |
| 2018-06-30 | $1.1M | 8.4k | 135.75 |
| 2018-03-31 | $1.1M | 8.5k | 129.35 |
| 2017-12-31 | $1.1M | 8.6k | 132.73 |
| 2017-09-30 | $955k | 7.5k | 127.78 |