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Vanguard Small-Cap Value ETF shares owned by Family Management Corporation

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

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $10k 54 191.89
2023-12-31 $9.7k 54 179.96
2022-09-30 $1.5M 11k 143.44

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