Vanguard Small-Cap Value ETF shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 9.8k | 191.88 |
| 2023-09-30 | $3.4M | 21k | 159.49 |
| 2023-06-30 | $3.4M | 20k | 165.40 |
| 2022-12-31 | $3.2M | 20k | 158.80 |
| 2022-09-30 | $3.2M | 22k | 143.40 |
| 2022-06-30 | $3.2M | 22k | 149.82 |
| 2022-03-31 | $3.5M | 20k | 175.94 |
| 2021-12-31 | $3.6M | 20k | 178.85 |
| 2021-09-30 | $3.3M | 20k | 169.26 |
| 2021-06-30 | $4.0M | 23k | 173.66 |
| 2021-03-31 | $3.4M | 21k | 165.61 |
| 2020-12-31 | $3.6M | 20k | 178.85 |