Vanguard Small-Cap Value ETF shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $74M | 371k | 200.78 |
| 2024-06-30 | $63M | 346k | 182.52 |
| 2024-03-31 | $66M | 344k | 191.88 |
| 2023-12-31 | $46M | 253k | 179.97 |
| 2023-09-30 | $34M | 212k | 159.49 |
| 2023-06-30 | $32M | 193k | 165.40 |
| 2023-03-31 | $29M | 180k | 158.76 |
| 2022-12-31 | $25M | 34k | 751.24 |
| 2022-09-30 | $17M | 120k | 143.40 |
| 2022-06-30 | $19M | 123k | 149.82 |
| 2022-03-31 | $16M | 90k | 175.94 |
| 2021-12-31 | $14M | 79k | 178.85 |
| 2021-09-30 | $13M | 74k | 169.26 |
| 2021-06-30 | $11M | 65k | 173.66 |
| 2021-03-31 | $10M | 62k | 165.61 |
| 2020-12-31 | $8.0M | 56k | 142.21 |
| 2020-09-30 | $5.4M | 49k | 110.63 |
| 2020-06-30 | $5.3M | 49k | 106.92 |
| 2020-03-31 | $4.6M | 51k | 88.80 |
| 2019-12-31 | $10M | 74k | 137.07 |
| 2019-09-30 | $9.5M | 74k | 128.85 |
| 2019-06-30 | $9.4M | 11k | 832.52 |
| 2019-03-31 | $8.8M | 68k | 128.73 |
| 2018-12-31 | $7.4M | 65k | 114.06 |
| 2018-09-30 | $5.4M | 39k | 139.37 |
| 2018-06-30 | $4.7M | 52k | 90.36 |
| 2018-03-31 | $2.4M | 18k | 129.42 |
| 2017-12-31 | $1.1M | 8.2k | 132.73 |
| 2017-09-30 | $1.0M | 8.0k | 127.76 |
| 2017-06-30 | $512k | 4.2k | 122.81 |
More positions owned by Moneta Group Investment Advisors
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