Vanguard Small-Cap Value ETF shares owned by Rise Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $224k | 1.1k | 200.74 |
| 2024-06-30 | $202k | 1.1k | 182.49 |
| 2024-03-31 | $212k | 1.1k | 191.85 |
| 2023-12-31 | $227k | 1.3k | 179.97 |
| 2023-09-30 | $211k | 1.3k | 159.47 |
| 2023-06-30 | $527k | 3.2k | 165.41 |
| 2023-03-31 | $509k | 3.2k | 158.75 |
| 2022-12-31 | $501k | 3.2k | 158.82 |
| 2022-09-30 | $664k | 4.6k | 143.38 |
| 2022-06-30 | $691k | 4.6k | 149.76 |
| 2022-03-31 | $812k | 4.6k | 175.91 |
| 2021-12-31 | $834k | 4.7k | 178.83 |