Vanguard Small-Cap Value ETF shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 24k | 208.72 |
| 2025-06-30 | $4.3M | 22k | 195.01 |
| 2025-03-31 | $2.3M | 13k | 186.30 |
| 2024-12-31 | $1.5M | 7.7k | 198.46 |
| 2024-09-30 | $1.6M | 7.9k | 200.80 |
| 2024-06-30 | $1.1M | 6.1k | 182.53 |
| 2024-03-31 | $976k | 5.1k | 191.90 |
| 2023-06-30 | $314k | 1.9k | 165.43 |
| 2023-03-31 | $593k | 3.7k | 158.78 |
| 2022-12-31 | $649k | 4.1k | 158.82 |
| 2022-09-30 | $567k | 4.0k | 143.47 |
| 2022-06-30 | $573k | 3.8k | 150.20 |
| 2022-03-31 | $372k | 2.1k | 175.55 |
| 2021-12-31 | $1.3M | 7.2k | 178.86 |
| 2021-09-30 | $1.3M | 7.6k | 169.22 |
| 2021-06-30 | $1.6M | 9.3k | 173.64 |
| 2021-03-31 | $2.2M | 13k | 165.63 |
| 2020-12-31 | $186k | 1.3k | 142.20 |
| 2020-09-30 | $332k | 3.7k | 88.72 |
| 2020-06-30 | $138k | 1.3k | 106.56 |
| 2020-03-31 | $332k | 3.7k | 88.72 |
| 2019-12-31 | $580k | 4.2k | 136.99 |
| 2019-09-30 | $202k | 1.6k | 128.83 |
| 2019-06-30 | $177k | 1.4k | 130.82 |
| 2018-12-31 | $188k | 1.6k | 114.15 |
| 2018-09-30 | $291k | 2.1k | 139.30 |
| 2017-12-31 | $211k | 1.6k | 132.62 |
More positions owned by Belpointe Asset Management
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