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Vanguard Small-Cap Value ETF shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group 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 Kovitz Investment Group 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 51k 193.93
2024-06-30 $509k 2.8k 182.55
2024-03-31 $519k 2.7k 191.91
2023-12-31 $489k 2.7k 179.96
2023-09-30 $433k 2.7k 159.48
2023-06-30 $450k 2.7k 165.40
2023-03-31 $449k 2.8k 158.83
2022-12-31 $256k 1.6k 159.01
2022-09-30 $346k 2.4k 143.57
2022-06-30 $391k 2.6k 149.69
2022-03-31 $568k 3.2k 175.80
2021-12-31 $598k 4.2k 142.21
2021-09-30 $528k 3.1k 169.23
2021-06-30 $607k 3.5k 173.68
2021-03-31 $692k 4.2k 165.55
2020-12-31 $598k 4.2k 142.21
2020-09-30 $492k 4.4k 110.64
2020-06-30 $495k 4.6k 107.05
2020-03-31 $2.2M 25k 88.82
2019-12-31 $6.8M 50k 137.08
2019-09-30 $7.1M 55k 128.85
2019-06-30 $7.5M 58k 130.54
2019-03-31 $7.4M 58k 128.74