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Vanguard Small-Cap Value ETF shares owned by Merriman Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Merriman Wealth Management from 13F filings

Historical chart of Merriman Wealth 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 Merriman Wealth Management 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $43M 271k 159.49
2023-06-30 $37M 221k 165.40
2023-03-31 $38M 239k 158.76
2022-12-31 $54M 339k 158.80
2022-09-30 $52M 366k 143.40
2022-06-30 $66M 442k 149.82
2022-03-31 $90M 512k 175.94
2021-12-31 $95M 534k 178.85
2021-09-30 $91M 537k 169.26
2021-06-30 $107M 617k 173.66
2021-03-31 $105M 633k 165.61
2020-12-31 $89M 628k 142.21
2020-09-30 $69M 623k 110.63
2020-06-30 $66M 619k 106.92
2020-03-31 $16M 175k 88.80
2019-12-31 $1.5M 11k 137.08
2019-09-30 $1.2M 9.0k 128.81
2019-06-30 $13M 9.6k 1309.34
2019-03-31 $1.2M 9.4k 128.71
2018-12-31 $1.2M 11k 116.65
2018-09-30 $4.3M 31k 139.37
2018-06-30 $4.2M 31k 135.80
2018-03-31 $1.0M 7.8k 129.38
2017-12-31 $5.3M 40k 132.78
2017-09-30 $4.9M 39k 127.79
2017-06-30 $4.1M 33k 122.90
2017-03-31 $3.7M 30k 122.86
2016-12-31 $6.3M 52k 120.99
2016-09-30 $6.0M 55k 110.66
2016-06-30 $2.9M 28k 105.31
2016-03-31 $5.5M 54k 101.88
2015-12-31 $9.2M 94k 97.32
2015-09-30 $488k 5.0k 96.92
2015-06-30 $1.5M 14k 108.36
2015-03-31 $3.1M 28k 110.07
2014-12-31 $2.9M 28k 103.12
2014-09-30 $3.0M 29k 105.31
2014-03-31 $1.8M 18k 99.26
2013-12-31 $6.9M 71k 97.37
2013-09-30 $6.5M 72k 90.23
2013-06-30 $6.0M 72k 83.69
2013-03-31 $5.9M 72k 82.15

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF