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Vanguard Small-Cap Value ETF shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $52M 259k 200.78
2024-06-30 $48M 261k 182.52
2024-03-31 $44M 232k 191.43
2023-12-31 $42M 232k 179.97
2023-09-30 $21M 132k 159.49
2023-06-30 $37M 225k 165.40
2023-03-31 $31M 113k 276.71
2022-12-31 $17M 102k 163.21
2022-09-30 $3.9M 27k 143.39
2022-06-30 $2.9M 20k 149.20
2022-03-31 $1.6M 12k 140.20
2021-12-31 $1.2M 310 3977.42
2021-09-30 $957k 5.7k 169.23
2021-06-30 $654k 3.8k 173.80
2021-03-31 $533k 3.2k 165.48
2020-12-31 $311k 2.2k 142.20
2020-06-30 $282k 2.6k 106.78
2020-03-31 $442k 5.0k 88.77
2019-12-31 $1.4M 11k 137.07
2019-09-30 $520k 4.0k 128.71
2019-06-30 $517k 4.0k 130.42
2019-03-31 $2.1M 16k 128.75
2018-12-31 $2.5M 22k 114.05
2018-09-30 $2.6M 19k 139.38
2017-03-31 $729k 5.9k 122.83