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Vanguard Small-Cap Value ETF shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment Advisors 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 Schechter Investment Advisors 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.3M 6.8k 186.30
2024-12-31 $1.2M 6.0k 198.19
2024-09-30 $1.2M 6.0k 200.79
2024-06-30 $911k 5.0k 182.52
2024-03-31 $943k 4.9k 191.88
2023-12-31 $938k 5.2k 179.98
2023-09-30 $882k 5.5k 159.50
2023-06-30 $927k 5.6k 165.41
2023-03-31 $914k 5.8k 158.75
2022-12-31 $914k 5.8k 158.80
2022-09-30 $768k 5.4k 143.39
2022-06-30 $555k 2.2k 250.00
2022-03-31 $396k 2.3k 176.00
2021-12-31 $430k 2.4k 178.94