Milestone Group »

Vanguard Small-Cap Value ETF shares owned by Milestone Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group 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 Milestone Group 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 1.8k 191.88
2023-12-31 $336k 1.9k 179.97
2023-09-30 $377k 2.4k 159.49
2023-06-30 $109k 659 165.40
2023-03-31 $119k 752 158.76
2022-12-31 $101k 636 158.80
2022-09-30 $110k 769 143.04
2022-06-30 $115k 769 149.54
2021-09-30 $204k 1.6k 129.11
2021-03-31 $353k 2.1k 165.65
2020-12-31 $379k 2.7k 142.05
2020-09-30 $336k 3.0k 110.53
2020-06-30 $372k 3.5k 106.90
2020-03-31 $252k 2.8k 88.89
2019-12-31 $217k 1.6k 137.34
2019-09-30 $204k 1.6k 129.11
2019-06-30 $303k 2.3k 130.43
2019-03-31 $310k 2.4k 128.79
2018-12-31 $316k 2.8k 113.96
2018-09-30 $465k 3.3k 139.39
2018-06-30 $453k 3.3k 135.79
2018-03-31 $440k 3.4k 129.30
2017-12-31 $464k 3.5k 132.80
2017-09-30 $456k 3.6k 127.73
2017-06-30 $444k 3.6k 122.96
2017-03-31 $454k 3.7k 122.77
2016-12-31 $480k 4.0k 121.03
2016-09-30 $451k 4.1k 110.54
2016-06-30 $272k 2.6k 105.30
2016-03-31 $263k 2.6k 101.82
2015-12-31 $255k 2.6k 98.72
2015-09-30 $250k 2.6k 96.79
2015-06-30 $278k 2.6k 107.63
2015-03-31 $283k 2.6k 109.56
2014-12-31 $273k 2.6k 105.69
2014-09-30 $258k 2.6k 99.88
2014-06-30 $273k 2.6k 105.69
2014-03-31 $260k 2.6k 100.66
2013-12-31 $252k 2.6k 97.56
2013-09-30 $233k 2.6k 90.21
2013-06-30 $216k 2.6k 83.62