Vanguard Small-Cap Value ETF shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $54M | 340k | 159.49 |
| 2023-06-30 | $56M | 340k | 165.40 |
| 2023-03-31 | $55M | 344k | 158.76 |
| 2022-12-31 | $55M | 344k | 158.80 |
| 2022-09-30 | $48M | 338k | 143.40 |
| 2022-06-30 | $50M | 333k | 149.82 |
| 2022-03-31 | $59M | 334k | 175.94 |
| 2021-12-31 | $58M | 323k | 178.85 |
| 2021-09-30 | $205M | 1.2M | 178.09 |
| 2021-06-30 | $54M | 312k | 173.66 |
| 2021-03-31 | $52M | 311k | 165.61 |
| 2020-12-31 | $42M | 298k | 142.21 |
| 2020-09-30 | $33M | 294k | 110.63 |
| 2020-06-30 | $27M | 255k | 106.92 |
| 2020-03-31 | $15M | 168k | 88.80 |
| 2019-12-31 | $15M | 108k | 137.07 |
| 2019-09-30 | $7.7M | 60k | 128.86 |
| 2019-06-30 | $1.7M | 13k | 130.50 |
| 2019-03-31 | $1.7M | 13k | 128.69 |
| 2018-12-31 | $1.6M | 14k | 114.04 |
| 2018-09-30 | $2.0M | 14k | 139.38 |
| 2018-06-30 | $2.0M | 15k | 135.81 |
| 2018-03-31 | $1.8M | 14k | 129.43 |
| 2017-12-31 | $1.7M | 13k | 132.77 |
| 2017-09-30 | $1.6M | 13k | 127.80 |
| 2017-06-30 | $1.5M | 12k | 122.92 |
| 2017-03-31 | $1.4M | 12k | 121.28 |
| 2016-12-31 | $1.4M | 12k | 120.99 |
| 2016-09-30 | $1.1M | 9.9k | 107.41 |
| 2016-06-30 | $1.1M | 11k | 105.26 |
| 2016-03-31 | $1.1M | 11k | 101.85 |
| 2015-12-31 | $989k | 11k | 92.01 |
| 2015-09-30 | $1.0M | 11k | 96.87 |
| 2015-03-31 | $1.2M | 11k | 110.57 |
| 2014-12-31 | $1.1M | 11k | 103.76 |
| 2014-09-30 | $1.1M | 11k | 99.70 |
| 2014-06-30 | $1.2M | 11k | 104.73 |
| 2014-03-31 | $1.1M | 11k | 98.90 |
| 2013-12-31 | $1.1M | 11k | 98.33 |
| 2013-09-30 | $1.1M | 12k | 94.13 |
| 2013-06-30 | $1.0M | 12k | 89.60 |
| 2013-03-31 | $991k | 12k | 82.21 |