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Vanguard Small-Cap Value ETF shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 5.4k 208.70
2025-06-30 $1.0M 5.3k 195.02
2025-03-31 $1.0M 5.5k 186.30
2024-12-31 $886k 4.5k 198.18
2024-09-30 $544k 2.7k 200.75
2024-06-30 $89k 485 182.69
2024-03-31 $89k 464 192.07
2023-12-31 $7.6k 42 179.98