Vanguard Small-Cap Value ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 103k | 179.97 |
| 2023-09-30 | $8.4M | 52k | 159.49 |
| 2023-06-30 | $9.0M | 54k | 165.40 |
| 2023-03-31 | $9.4M | 59k | 158.76 |
| 2022-12-31 | $11M | 70k | 158.80 |
| 2022-09-30 | $8.9M | 62k | 143.40 |
| 2022-06-30 | $3.4M | 23k | 149.84 |
| 2022-03-31 | $3.9M | 22k | 175.93 |
| 2021-12-31 | $3.0M | 17k | 178.87 |
| 2021-09-30 | $2.3M | 14k | 169.26 |
| 2021-06-30 | $2.6M | 15k | 173.64 |
| 2021-03-31 | $2.5M | 15k | 165.65 |
| 2020-12-31 | $940k | 6.6k | 142.23 |
| 2020-03-31 | $430k | 4.8k | 88.81 |
| 2018-12-31 | $0 | 2 | 0.00 |