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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All positions including Vanguard Small-Cap Value ETF held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |