Vanguard Small-Cap Value ETF shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 208.71 |
| 2025-06-30 | $3.5M | 18k | 195.01 |
| 2025-03-31 | $3.1M | 17k | 186.29 |
| 2024-12-31 | $2.1M | 11k | 198.19 |
| 2024-09-30 | $2.1M | 10k | 200.77 |
| 2024-06-30 | $2.0M | 11k | 182.52 |
| 2024-03-31 | $2.1M | 11k | 191.89 |
| 2023-09-30 | $1.6M | 10k | 159.49 |
| 2023-06-30 | $1.5M | 9.2k | 165.41 |
| 2023-03-31 | $1.4M | 9.1k | 158.77 |
| 2022-12-31 | $1.4M | 8.7k | 158.79 |
| 2022-09-30 | $1.2M | 8.7k | 143.42 |
| 2022-06-30 | $1.2M | 8.2k | 149.81 |
| 2022-03-31 | $1.4M | 8.0k | 175.97 |
| 2021-12-31 | $1.4M | 8.0k | 178.87 |
| 2021-09-30 | $1.4M | 8.2k | 169.24 |
| 2021-06-30 | $1.4M | 8.0k | 173.60 |
| 2020-12-31 | $1.1M | 7.9k | 142.17 |
| 2020-06-30 | $852k | 8.0k | 106.95 |
| 2019-12-31 | $886k | 6.5k | 137.00 |
| 2019-09-30 | $707k | 5.5k | 128.92 |
| 2019-06-30 | $670k | 5.1k | 130.48 |
| 2019-03-31 | $644k | 5.0k | 128.67 |
| 2018-12-31 | $593k | 5.2k | 114.08 |
| 2018-09-30 | $691k | 5.0k | 139.46 |
| 2018-06-30 | $593k | 4.4k | 135.76 |
| 2018-03-31 | $598k | 4.6k | 129.49 |
| 2017-12-31 | $606k | 4.6k | 132.78 |
| 2017-09-30 | $597k | 4.7k | 127.78 |
| 2017-06-30 | $588k | 4.8k | 122.91 |
| 2017-03-31 | $551k | 4.5k | 122.83 |
| 2016-12-31 | $476k | 3.9k | 121.12 |
| 2016-09-30 | $312k | 2.8k | 110.48 |
| 2016-06-30 | $231k | 2.2k | 105.48 |
| 2015-09-30 | $61k | 637 | 95.76 |
| 2015-06-30 | $58k | 538 | 107.81 |
| 2015-03-31 | $60k | 552 | 108.70 |
| 2014-12-31 | $58k | 552 | 105.07 |
| 2014-09-30 | $55k | 552 | 99.64 |
| 2014-06-30 | $23k | 219 | 105.50 |
| 2014-03-31 | $22k | 219 | 100.46 |
| 2013-12-31 | $21k | 219 | 95.89 |
| 2013-09-30 | $178k | 2.0k | 90.22 |
| 2013-06-30 | $250k | 3.0k | 83.56 |