Vanguard Small-Cap Value ETF shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $12M | 66k | 182.52 |
| 2024-03-31 | $13M | 67k | 191.88 |
| 2023-12-31 | $10M | 55k | 179.97 |
| 2023-09-30 | $8.6M | 54k | 159.49 |
| 2023-06-30 | $8.0M | 49k | 165.40 |
| 2023-03-31 | $11M | 66k | 158.76 |
| 2022-12-31 | $11M | 68k | 158.80 |
| 2022-09-30 | $11M | 79k | 143.41 |
| 2022-06-30 | $12M | 77k | 149.82 |
| 2022-03-31 | $14M | 80k | 175.94 |
| 2021-12-31 | $14M | 76k | 178.85 |
| 2021-09-30 | $12M | 73k | 169.27 |
| 2021-03-31 | $14M | 83k | 165.61 |
| 2020-09-30 | $5.9M | 53k | 110.63 |
| 2020-06-30 | $5.5M | 52k | 106.91 |
| 2020-03-31 | $4.8M | 55k | 88.80 |
| 2019-12-31 | $7.2M | 52k | 137.06 |
| 2019-09-30 | $6.4M | 50k | 128.85 |
| 2019-06-30 | $6.4M | 49k | 130.53 |
| 2019-03-31 | $6.1M | 48k | 128.72 |
| 2018-12-31 | $5.2M | 46k | 114.04 |
| 2018-09-30 | $6.4M | 46k | 139.37 |
| 2018-06-30 | $6.1M | 45k | 135.80 |
| 2018-03-31 | $5.8M | 45k | 129.41 |
| 2017-12-31 | $5.7M | 43k | 132.76 |
| 2017-09-30 | $5.3M | 42k | 127.79 |
| 2017-06-30 | $5.0M | 41k | 122.89 |
| 2017-03-31 | $4.7M | 39k | 122.86 |
| 2016-12-31 | $5.3M | 44k | 121.00 |
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