Vanguard Small-Cap Value ETF shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 63k | 208.71 |
| 2025-06-30 | $10M | 53k | 195.01 |
| 2025-03-31 | $10M | 54k | 186.29 |
| 2024-12-31 | $11M | 55k | 198.18 |
| 2024-09-30 | $4.8M | 24k | 200.78 |
| 2024-06-30 | $4.5M | 25k | 182.52 |
| 2024-03-31 | $5.2M | 27k | 191.88 |
| 2023-12-31 | $4.8M | 27k | 179.97 |
| 2023-09-30 | $4.7M | 29k | 159.49 |
| 2023-06-30 | $5.3M | 32k | 165.40 |
| 2023-03-31 | $6.0M | 38k | 158.76 |
| 2022-12-31 | $6.2M | 39k | 158.80 |
| 2022-09-30 | $6.4M | 44k | 143.40 |
| 2022-06-30 | $4.9M | 33k | 149.81 |
| 2022-03-31 | $6.8M | 39k | 175.94 |
| 2021-12-31 | $10M | 57k | 178.85 |
| 2021-09-30 | $1.3M | 7.7k | 169.26 |
| 2021-06-30 | $1.2M | 6.8k | 173.63 |
| 2021-03-31 | $896k | 5.4k | 165.68 |
| 2020-12-31 | $630k | 4.4k | 142.12 |
| 2020-09-30 | $490k | 4.4k | 110.53 |
| 2020-06-30 | $524k | 4.9k | 106.85 |
| 2020-03-31 | $447k | 5.0k | 88.73 |
| 2019-12-31 | $734k | 5.4k | 137.07 |
| 2019-09-30 | $743k | 5.8k | 128.88 |
| 2019-06-30 | $749k | 5.7k | 130.49 |
| 2019-03-31 | $610k | 4.7k | 128.69 |
| 2018-12-31 | $576k | 5.1k | 114.04 |
| 2018-09-30 | $354k | 2.5k | 139.37 |
| 2018-06-30 | $309k | 2.3k | 135.76 |
| 2018-03-31 | $295k | 2.3k | 129.61 |
| 2017-12-31 | $274k | 2.1k | 132.82 |
| 2017-09-30 | $253k | 2.0k | 127.84 |
| 2017-06-30 | $238k | 1.9k | 123.00 |
| 2017-03-31 | $238k | 1.9k | 123.00 |
| 2016-12-31 | $234k | 1.9k | 121.06 |
| 2016-09-30 | $207k | 1.9k | 110.46 |