Vanguard Small-Cap Value ETF shares owned by Aspiriant
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $243M | 1.2M | 198.18 |
| 2024-09-30 | $173M | 861k | 200.78 |
| 2024-06-30 | $150M | 821k | 182.52 |
| 2024-03-31 | $145M | 753k | 191.88 |
| 2023-12-31 | $135M | 751k | 179.97 |
| 2023-09-30 | $116M | 725k | 159.49 |
| 2023-06-30 | $120M | 724k | 165.40 |
| 2023-03-31 | $115M | 724k | 158.76 |
| 2022-12-31 | $116M | 730k | 158.80 |
| 2022-09-30 | $112M | 781k | 143.38 |
| 2022-06-30 | $120M | 801k | 149.82 |
| 2022-03-31 | $146M | 827k | 175.94 |
| 2021-12-31 | $153M | 856k | 178.84 |
| 2021-09-30 | $153M | 904k | 169.26 |
| 2021-06-30 | $207M | 1.2M | 173.67 |
| 2021-03-31 | $183M | 1.1M | 165.58 |
| 2020-12-31 | $154M | 1.1M | 142.22 |
| 2020-09-30 | $46M | 415k | 110.59 |
| 2020-06-30 | $44M | 409k | 106.89 |
| 2020-03-31 | $39M | 439k | 88.82 |
| 2019-12-31 | $46M | 337k | 136.97 |
| 2019-09-30 | $30M | 230k | 129.04 |
| 2019-06-30 | $200k | 1.5k | 130.55 |
| 2019-03-31 | $228k | 1.8k | 129.03 |
| 2018-12-31 | $223k | 2.0k | 113.78 |
| 2018-09-30 | $201k | 1.4k | 139.78 |
| 2017-09-30 | $227k | 1.8k | 127.82 |
| 2016-12-31 | $256k | 2.1k | 120.93 |
| 2016-09-30 | $540k | 4.9k | 110.72 |
| 2015-09-30 | $1.1M | 10k | 105.51 |
| 2015-06-30 | $884k | 8.2k | 107.86 |
| 2015-03-31 | $601k | 5.5k | 109.47 |
| 2014-12-31 | $679k | 6.4k | 105.76 |
| 2014-09-30 | $423k | 4.2k | 99.69 |
| 2014-06-30 | $448k | 4.2k | 105.59 |
| 2014-03-31 | $828k | 8.2k | 100.61 |
| 2013-12-31 | $906k | 9.3k | 97.40 |
| 2013-09-30 | $388k | 4.3k | 90.19 |
| 2013-06-30 | $779k | 9.3k | 83.75 |
| 2013-03-31 | $764k | 9.3k | 82.13 |
| 2012-12-31 | $982k | 14k | 72.67 |
| 2012-09-30 | $584k | 8.1k | 71.89 |
| 2012-06-30 | $684k | 10k | 68.18 |
| 2011-09-30 | $658k | 12k | 55.60 |
| 2011-06-30 | $829k | 12k | 70.05 |
| 2011-03-31 | $846k | 12k | 71.48 |