Vanguard Small-Cap Value ETF shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 208.71 |
| 2025-06-30 | $2.0M | 10k | 195.01 |
| 2025-03-31 | $1.9M | 10k | 186.29 |
| 2024-12-31 | $2.1M | 11k | 198.18 |
| 2024-09-30 | $2.2M | 11k | 200.78 |
| 2024-06-30 | $1.9M | 11k | 182.52 |
| 2024-03-31 | $1.9M | 10k | 191.88 |
| 2023-12-31 | $1.8M | 10k | 179.97 |
| 2023-09-30 | $1.7M | 10k | 159.49 |
| 2023-06-30 | $1.8M | 11k | 165.40 |
| 2023-03-31 | $2.0M | 12k | 158.76 |
| 2022-12-31 | $2.1M | 13k | 158.80 |
| 2021-09-30 | $1.1M | 6.4k | 169.25 |
| 2021-06-30 | $1.1M | 6.4k | 173.63 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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