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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Arete Wealth Advisors

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