Vanguard Small-Cap Value ETF shares owned by Evensky & Katz
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $286k | 1.4k | 200.56 |
2024-06-30 | $281k | 1.5k | 182.70 |
2024-03-31 | $314k | 1.6k | 191.93 |
2023-12-31 | $276k | 1.5k | 180.16 |
2023-09-30 | $246k | 1.5k | 159.64 |
2023-06-30 | $251k | 1.5k | 165.46 |
2023-03-31 | $246k | 1.6k | 158.71 |
2022-12-31 | $250k | 1.6k | 158.83 |
2022-09-30 | $194k | 1.4k | 143.39 |
2022-06-30 | $217k | 1.5k | 149.66 |
2022-03-31 | $255k | 1.5k | 175.86 |
2021-12-31 | $258k | 1.4k | 178.55 |
2021-09-30 | $257k | 1.5k | 169.19 |
2021-06-30 | $263k | 1.5k | 173.71 |
2021-03-31 | $294k | 1.8k | 165.35 |
2020-12-31 | $337k | 2.4k | 142.43 |
2020-09-30 | $270k | 2.4k | 110.70 |
2020-06-30 | $260k | 2.4k | 107.08 |
2020-03-31 | $192k | 2.2k | 88.64 |
2019-12-31 | $540k | 3.9k | 136.85 |
2019-09-30 | $945k | 7.3k | 128.90 |
2019-06-30 | $948k | 7.3k | 130.49 |
2019-03-31 | $933k | 7.2k | 128.71 |
2018-12-31 | $826k | 7.2k | 113.95 |
2018-09-30 | $966k | 6.9k | 139.33 |
2018-06-30 | $968k | 7.1k | 135.78 |
2018-03-31 | $988k | 7.6k | 129.34 |