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Vanguard Small-Cap Value ETF shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 9.6k 179.97
2023-09-30 $1.5M 9.6k 159.50
2023-06-30 $1.6M 9.8k 165.40
2023-03-31 $1.7M 11k 158.76
2022-12-31 $1.7M 11k 158.80
2022-09-30 $1.7M 12k 143.39
2022-06-30 $1.8M 12k 149.80
2022-03-31 $2.2M 12k 175.97
2021-12-31 $2.2M 12k 178.87