Vanguard Small-Cap Value ETF shares owned by Plante Moran Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Plante Moran Financial Advisors
from 13F filings
Historical chart of Plante Moran Financial Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $16M | 80k | 200.78 |
2024-06-30 | $15M | 83k | 182.52 |
2024-03-31 | $16M | 83k | 191.88 |
2023-12-31 | $17M | 93k | 179.97 |
2023-09-30 | $3.6M | 23k | 159.49 |
2023-06-30 | $4.1M | 25k | 165.40 |
2023-03-31 | $6.1M | 38k | 158.76 |
2022-12-31 | $12M | 73k | 158.80 |
2022-09-30 | $4.0M | 28k | 143.40 |
2022-06-30 | $1.9M | 13k | 149.84 |
2022-03-31 | $2.3M | 13k | 175.91 |
2021-12-31 | $3.4M | 19k | 178.84 |
2021-09-30 | $2.1M | 12k | 169.27 |
2021-06-30 | $2.9M | 17k | 173.67 |
2021-03-31 | $2.7M | 16k | 165.63 |
2020-12-31 | $1.5M | 11k | 142.23 |
2020-09-30 | $670k | 6.1k | 110.62 |
2020-06-30 | $4.6M | 43k | 106.91 |
2020-03-31 | $196k | 2.2k | 88.97 |
2019-12-31 | $407k | 3.0k | 137.18 |
2019-09-30 | $385k | 3.0k | 128.72 |
2019-06-30 | $407k | 3.1k | 130.45 |
2019-03-31 | $278k | 2.2k | 128.64 |
2018-12-31 | $179k | 1.6k | 114.38 |
2018-09-30 | $157k | 1.1k | 138.94 |
2018-06-30 | $153k | 1.1k | 135.40 |
2018-03-31 | $133k | 1.0k | 129.50 |
2017-12-31 | $133k | 1.0k | 132.87 |
2017-09-30 | $130k | 1.0k | 128.08 |
2017-06-30 | $100k | 813 | 123.00 |
2017-03-31 | $124k | 1.0k | 122.65 |
2016-12-31 | $100k | 823 | 121.51 |
2016-09-30 | $91k | 823 | 110.57 |
2016-06-30 | $67k | 640 | 104.69 |
2016-03-31 | $65k | 640 | 101.56 |
2015-12-31 | $63k | 640 | 98.44 |
2015-09-30 | $62k | 640 | 96.88 |
2015-06-30 | $54k | 500 | 108.00 |
2015-03-31 | $55k | 500 | 110.00 |
2014-12-31 | $53k | 500 | 106.00 |
2014-09-30 | $50k | 500 | 100.00 |
2014-06-30 | $53k | 500 | 106.00 |
2014-03-31 | $50k | 500 | 100.00 |
2013-12-31 | $49k | 500 | 98.00 |
2013-09-30 | $45k | 500 | 90.00 |
2013-06-30 | $42k | 500 | 84.00 |
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