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Vanguard Small-Cap Value ETF shares owned by Truepoint

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

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 25k 200.78
2024-06-30 $4.6M 25k 182.52
2024-03-31 $5.3M 28k 191.88
2023-12-31 $3.7M 21k 179.97
2023-09-30 $3.3M 21k 159.49
2023-06-30 $3.5M 21k 165.40
2023-03-31 $3.2M 20k 158.76
2022-12-31 $3.5M 22k 158.80
2022-09-30 $1.9M 13k 143.37
2022-06-30 $2.0M 13k 149.80
2022-03-31 $2.3M 13k 175.90
2021-12-31 $2.4M 13k 178.82
2021-09-30 $2.2M 13k 169.24
2021-06-30 $2.3M 13k 173.65
2021-03-31 $2.3M 14k 165.63
2020-12-31 $2.7M 19k 142.22
2020-09-30 $2.3M 21k 110.64
2020-06-30 $2.3M 22k 106.94
2020-03-31 $2.6M 30k 88.80
2019-12-31 $1.3M 9.4k 137.09
2019-09-30 $1.3M 10k 128.89
2019-06-30 $1.3M 10k 130.57
2019-03-31 $1.1M 8.9k 128.72
2018-12-31 $951k 8.3k 114.02
2018-06-30 $202k 1.5k 135.84
2018-03-31 $2.6k 330 7.73
2017-12-31 $333k 2.5k 132.83
2017-09-30 $298k 2.3k 127.68
2017-06-30 $303k 2.5k 123.47
2017-03-31 $213k 1.7k 122.63
2016-12-31 $202k 1.7k 121.61
2016-09-30 $229k 2.1k 110.79
2016-06-30 $217k 2.1k 105.24
2015-09-30 $262k 2.7k 96.82
2015-06-30 $292k 2.7k 107.91
2015-03-31 $254k 2.3k 109.53
2014-12-31 $287k 2.7k 105.79
2014-09-30 $217k 2.2k 99.77

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Betterment
Jones Financial Companies, L.L
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Sei Investments
LPL Financial
Aspiriant
Mather Group
Rsm Us Wealth Management
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF