Vanguard Small-Cap Value ETF shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $17M | 87k | 198.17 |
| 2024-09-30 | $18M | 90k | 200.78 |
| 2024-06-30 | $17M | 91k | 182.52 |
| 2024-03-31 | $18M | 93k | 191.89 |
| 2023-12-31 | $17M | 94k | 179.97 |
| 2023-09-30 | $15M | 95k | 159.48 |
| 2023-06-30 | $16M | 94k | 165.40 |
| 2023-03-31 | $14M | 86k | 158.80 |
| 2022-12-31 | $12M | 83k | 143.39 |
| 2022-09-30 | $12M | 83k | 143.40 |
| 2022-06-30 | $12M | 80k | 149.82 |
| 2022-03-31 | $13M | 74k | 175.93 |
| 2021-12-31 | $13M | 72k | 178.85 |
| 2021-09-30 | $12M | 69k | 169.25 |
| 2021-06-30 | $11M | 65k | 173.66 |
| 2021-03-31 | $8.8M | 53k | 165.61 |
| 2020-12-31 | $7.5M | 53k | 142.21 |
| 2020-09-30 | $5.0M | 46k | 110.63 |
| 2020-06-30 | $3.5M | 32k | 106.93 |
| 2020-03-31 | $0 | 0 | 0.00 |
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