Vanguard Small-Cap Value ETF shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $24M | 134k | 179.97 |
| 2023-09-30 | $21M | 134k | 159.49 |
| 2023-06-30 | $22M | 133k | 165.40 |
| 2022-12-31 | $19M | 122k | 158.80 |
| 2022-09-30 | $17M | 119k | 143.40 |
| 2022-06-30 | $18M | 117k | 151.94 |
| 2022-03-31 | $17M | 96k | 175.94 |
| 2021-12-31 | $15M | 85k | 178.85 |
| 2021-09-30 | $14M | 83k | 169.26 |
| 2021-06-30 | $14M | 80k | 175.33 |
| 2021-03-31 | $13M | 80k | 167.63 |
| 2020-12-31 | $11M | 80k | 142.21 |
| 2020-09-30 | $9.0M | 82k | 110.63 |
| 2020-06-30 | $12M | 115k | 106.92 |
| 2020-03-31 | $9.5M | 115k | 83.19 |
| 2019-12-31 | $15M | 115k | 133.58 |