Steward Partners Investment Advisory »

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
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