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Vanguard Small-Cap Value ETF shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 30k 182.95
2023-12-31 $5.1M 29k 175.89
2023-09-30 $3.9M 26k 151.05
2023-06-30 $4.4M 25k 172.49
2023-03-31 $2.8M 18k 157.45
2022-12-31 $3.5M 20k 175.61
2022-09-30 $3.3M 21k 160.54
2022-06-30 $3.3M 20k 164.53
2022-03-31 $3.2M 20k 159.93
2021-12-31 $3.4M 20k 171.33
2021-09-30 $3.5M 19k 184.73
2021-06-30 $3.2M 19k 169.78
2021-03-31 $3.3M 19k 172.55
2020-12-31 $2.9M 19k 151.64
2020-09-30 $2.3M 19k 119.53
2020-06-30 $2.1M 19k 110.41
2020-03-31 $1.8M 19k 94.94
2019-12-31 $2.0M 15k 139.05
2019-09-30 $1.9M 15k 130.42
2019-06-30 $1.9M 15k 129.14
2019-03-31 $1.9M 14k 132.37
2018-12-31 $1.8M 15k 121.48
2018-09-30 $1.7M 14k 124.33
2018-06-30 $1.8M 14k 135.82
2018-03-31 $1.7M 13k 129.46
2017-12-31 $1.9M 14k 132.80
2017-09-30 $1.8M 14k 127.76
2017-06-30 $342k 2.8k 123.81
2017-03-31 $1.7M 14k 122.87
2016-12-31 $1.0M 8.3k 121.03
2016-09-30 $914k 8.3k 110.68
2016-06-30 $914k 8.7k 105.34
2016-03-31 $881k 8.7k 101.85
2015-12-31 $884k 9.0k 98.76
2015-09-30 $850k 8.8k 96.87
2015-06-30 $1.0M 9.5k 107.82
2015-03-31 $1.0M 9.8k 105.67
2014-12-31 $1.0M 9.5k 105.71

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF