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Vanguard Small-Cap Value ETF shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 49k 179.97
2023-09-30 $7.2M 45k 159.49
2023-06-30 $7.1M 43k 165.40
2023-03-31 $6.8M 43k 158.76
2022-12-31 $6.3M 40k 158.80
2022-09-30 $5.9M 41k 143.39
2022-06-30 $7.1M 47k 149.81
2022-03-31 $8.4M 48k 175.94
2021-12-31 $5.1M 29k 178.84