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Vanguard Small-Cap Value ETF shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 9.3k 182.52
2024-03-31 $1.8M 9.3k 191.88
2023-12-31 $3.3M 18k 179.97
2023-09-30 $1.5M 9.2k 159.49
2023-06-30 $1.5M 9.1k 165.40
2023-03-31 $1.4M 9.1k 158.76
2022-12-31 $1.4M 9.1k 158.80
2022-09-30 $1.3M 9.1k 143.36
2022-06-30 $1.2M 8.2k 149.84
2019-12-31 $2.8M 21k 137.09