Vanguard Small-Cap Value ETF shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 104k | 200.78 |
| 2024-03-31 | $17M | 87k | 191.88 |
| 2023-09-30 | $13M | 84k | 159.49 |
| 2023-06-30 | $14M | 83k | 165.40 |
| 2023-03-31 | $12M | 78k | 158.76 |
| 2022-12-31 | $12M | 77k | 158.80 |
| 2022-09-30 | $10M | 71k | 143.41 |
| 2022-06-30 | $11M | 69k | 150.95 |
| 2022-03-31 | $12M | 68k | 176.40 |
| 2021-12-31 | $12M | 66k | 178.86 |
| 2021-09-30 | $11M | 63k | 172.44 |
| 2021-06-30 | $11M | 62k | 172.39 |
| 2021-03-31 | $11M | 66k | 165.61 |
| 2020-12-31 | $10M | 70k | 142.21 |
| 2020-09-30 | $7.6M | 69k | 110.63 |
| 2020-06-30 | $6.9M | 65k | 106.91 |
| 2020-03-31 | $5.6M | 63k | 88.79 |
| 2019-12-31 | $6.7M | 49k | 137.07 |
| 2019-09-30 | $6.0M | 47k | 128.85 |
| 2019-06-30 | $5.9M | 45k | 130.53 |
| 2019-03-31 | $5.4M | 42k | 128.73 |
| 2018-12-31 | $4.7M | 41k | 114.05 |
| 2018-09-30 | $6.8M | 49k | 139.36 |
| 2018-03-31 | $6.1M | 47k | 129.43 |
| 2017-12-31 | $5.9M | 44k | 132.78 |
More positions owned by Shakespeare Wealth Management
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