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Vanguard Small-Cap Value ETF shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5M 21k 217.25
2025-12-31 $1.7M 8.2k 211.84
2025-09-30 $1.6M 7.8k 208.72
2025-06-30 $1.4M 7.0k 195.06
2025-03-31 $1.5M 8.1k 186.35
2024-12-31 $1.5M 7.7k 198.14
2024-09-30 $1.6M 7.8k 200.74
2024-06-30 $1.4M 7.6k 182.54
2024-03-31 $1.4M 7.2k 191.90
2023-12-31 $1.3M 7.2k 180.00
2023-09-30 $1.2M 7.3k 159.51
2023-06-30 $1.3M 7.9k 165.45
2023-03-31 $1.5M 9.5k 158.79
2022-12-31 $1.4M 8.7k 158.75
2022-09-30 $1.2M 8.1k 143.41
2022-06-30 $1.2M 8.0k 149.91
2022-03-31 $1.3M 7.2k 176.04
2021-12-31 $1.4M 7.7k 177.46
2021-09-30 $1.3M 7.7k 169.26
2021-06-30 $1.2M 6.7k 173.49
2021-03-31 $540k 3.3k 165.75
2020-12-31 $475k 3.3k 142.34
2020-09-30 $317k 2.9k 110.65
2020-06-30 $212k 2.0k 107.07
2019-12-31 $258k 1.9k 137.09
2019-09-30 $241k 1.9k 128.81
2019-06-30 $456k 3.5k 130.47
2019-03-31 $879k 6.8k 128.47