Vanguard Small-Cap Value ETF shares owned by Klingman & Associates
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $811k | 3.9k | 208.70 |
| 2025-06-30 | $687k | 3.5k | 195.02 |
| 2025-03-31 | $645k | 3.5k | 186.30 |
| 2024-12-31 | $689k | 3.5k | 198.19 |
| 2024-09-30 | $1.0M | 5.2k | 200.76 |
| 2024-06-30 | $951k | 5.2k | 182.52 |
| 2024-03-31 | $1.0M | 5.3k | 191.88 |
| 2023-12-31 | $965k | 5.4k | 179.97 |
| 2023-09-30 | $976k | 6.1k | 159.49 |
| 2023-06-30 | $967k | 5.8k | 165.41 |
| 2023-03-31 | $936k | 5.9k | 158.75 |
| 2022-12-31 | $1.0M | 6.5k | 158.81 |
| 2022-09-30 | $835k | 5.8k | 143.40 |
| 2022-06-30 | $981k | 6.5k | 149.89 |
| 2022-03-31 | $1.2M | 6.6k | 175.97 |
| 2021-12-31 | $1.2M | 6.7k | 178.93 |
| 2021-09-30 | $1.3M | 7.6k | 169.30 |
| 2021-06-30 | $1.3M | 7.3k | 173.63 |
| 2021-03-31 | $1.2M | 7.2k | 165.67 |
| 2020-12-31 | $992k | 7.0k | 142.18 |
| 2020-09-30 | $769k | 7.0k | 110.58 |
| 2020-06-30 | $237k | 2.2k | 107.05 |
| 2020-03-31 | $233k | 2.6k | 88.97 |
| 2019-12-31 | $348k | 2.5k | 136.90 |