Vanguard Small-Cap Value ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Summit Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $356k | 1.9k | 191.88 |
| 2023-12-31 | $323k | 1.8k | 179.97 |
| 2023-09-30 | $286k | 1.8k | 159.49 |
| 2023-06-30 | $2.1M | 13k | 165.40 |
| 2023-03-31 | $1.7M | 11k | 158.76 |
| 2022-12-31 | $1.7M | 11k | 158.80 |
| 2022-06-30 | $2.8M | 19k | 149.82 |
| 2021-09-30 | $579k | 3.4k | 169.30 |
| 2021-06-30 | $594k | 3.4k | 173.68 |
| 2021-03-31 | $566k | 3.4k | 165.50 |