Vanguard Small-Cap Value ETF shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management 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 Meritage Portfolio Management 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 Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $204k | 1.0k | 198.18 |
| 2024-03-31 | $204k | 1.1k | 191.91 |
| 2023-09-30 | $287k | 1.8k | 159.62 |
| 2023-06-30 | $308k | 1.9k | 165.41 |
| 2023-03-31 | $333k | 2.1k | 158.80 |
| 2022-12-31 | $333k | 2.1k | 158.80 |
| 2022-09-30 | $312k | 2.2k | 143.32 |
| 2022-06-30 | $481k | 3.2k | 149.94 |
| 2022-03-31 | $583k | 3.3k | 176.03 |
| 2021-12-31 | $592k | 3.3k | 178.74 |
| 2021-09-30 | $523k | 3.1k | 169.42 |
| 2021-06-30 | $581k | 3.3k | 173.80 |
| 2021-03-31 | $549k | 3.3k | 165.71 |
| 2020-12-31 | $347k | 2.4k | 142.21 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management