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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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