Vanguard Small-Cap Value ETF shares owned by Surevest
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Surevest
from 13F filings
Historical chart of Surevest investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Surevest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $171k | 1.2k | 143.70 |
| 2022-06-30 | $178k | 1.2k | 149.96 |
| 2022-03-31 | $209k | 1.2k | 176.37 |
| 2021-12-31 | $212k | 1.2k | 179.21 |
| 2021-09-30 | $200k | 1.2k | 169.49 |
| 2021-06-30 | $206k | 1.2k | 173.84 |
| 2020-12-31 | $223k | 1.6k | 142.40 |
| 2020-03-31 | $417k | 4.7k | 88.86 |
| 2019-12-31 | $811k | 5.9k | 137.02 |
| 2019-09-30 | $828k | 6.4k | 128.81 |
| 2019-06-30 | $886k | 6.8k | 130.60 |
| 2019-03-31 | $1.1M | 8.9k | 128.68 |
| 2018-12-31 | $1.1M | 9.8k | 114.05 |