Vanguard Small-Cap Value ETF shares owned by United Advisor Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.7k | 208.71 |
| 2025-06-30 | $1.1M | 5.8k | 195.01 |
| 2025-03-31 | $907k | 4.9k | 186.29 |
| 2024-12-31 | $876k | 4.4k | 198.18 |
| 2024-09-30 | $1.3M | 6.5k | 200.78 |
| 2024-06-30 | $650k | 3.6k | 182.52 |
| 2024-03-31 | $1.1M | 5.5k | 191.88 |
| 2023-12-31 | $676k | 3.8k | 180.12 |