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Vanguard Small-Cap Value ETF shares owned by Sage Financial

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sage Financial from 13F filings

Historical chart of Sage Financial investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Sage Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sage Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 42k 200.78
2024-06-30 $7.7M 42k 182.52
2024-03-31 $8.0M 42k 191.88
2023-12-31 $7.6M 42k 179.97
2023-09-30 $6.9M 43k 159.49
2023-06-30 $7.1M 43k 165.40
2023-03-31 $6.8M 43k 158.76
2022-12-31 $6.4M 40k 158.80
2022-09-30 $5.8M 40k 143.40
2022-06-30 $5.9M 39k 149.82
2022-03-31 $6.9M 39k 175.95
2021-12-31 $7.0M 39k 178.85
2021-09-30 $6.6M 39k 169.27
2021-06-30 $6.9M 40k 173.67
2021-03-31 $6.8M 41k 165.61
2020-12-31 $5.7M 40k 142.22
2020-09-30 $4.4M 40k 110.62
2020-06-30 $4.3M 40k 106.92
2020-03-31 $1.8M 20k 88.79
2019-12-31 $3.6M 26k 137.05
2019-09-30 $3.4M 27k 128.86
2019-06-30 $3.5M 27k 130.55
2019-03-31 $3.5M 27k 128.74
2018-12-31 $3.2M 28k 114.08
2018-09-30 $5.7M 41k 139.36
2018-06-30 $5.4M 40k 135.78
2018-03-31 $5.0M 39k 129.42
2017-12-31 $5.0M 38k 132.77
2017-09-30 $4.1M 32k 127.80
2017-06-30 $3.9M 32k 122.91
2017-03-31 $3.7M 30k 122.85
2016-12-31 $3.4M 28k 120.99
2016-09-30 $3.2M 29k 110.67
2016-06-30 $3.0M 28k 105.32
2016-03-31 $2.7M 27k 101.87
2015-12-31 $2.5M 25k 98.77
2015-09-30 $3.5M 36k 96.85
2015-06-30 $2.9M 27k 107.82
2015-03-31 $2.9M 27k 109.42
2014-12-31 $3.3M 32k 105.76
2013-12-31 $220k 2.3k 97.22