Vanguard Small-Cap Value ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 51k | 198.18 |
| 2024-09-30 | $7.7M | 38k | 200.78 |
| 2024-06-30 | $12M | 68k | 183.53 |
| 2024-03-31 | $14M | 75k | 191.90 |
| 2023-12-31 | $14M | 78k | 179.97 |
| 2023-09-30 | $12M | 73k | 159.49 |
| 2023-06-30 | $13M | 80k | 165.42 |
| 2023-03-31 | $12M | 76k | 158.75 |
| 2022-12-31 | $12M | 75k | 158.79 |
| 2022-09-30 | $10M | 68k | 151.93 |
| 2022-06-30 | $7.5M | 50k | 149.87 |
| 2022-03-31 | $11M | 60k | 175.85 |