Vanguard Small-Cap Value ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 31k | 160.79 |
| 2025-06-30 | $4.6M | 31k | 150.44 |
| 2025-03-31 | $4.0M | 29k | 140.33 |
| 2024-12-31 | $4.0M | 27k | 146.90 |
| 2024-09-30 | $4.3M | 29k | 151.35 |
| 2024-06-30 | $3.6M | 27k | 134.96 |
| 2024-03-31 | $3.8M | 28k | 136.30 |
| 2023-12-31 | $3.5M | 27k | 132.28 |
| 2023-09-30 | $3.1M | 26k | 117.10 |
| 2023-06-30 | $2.3M | 21k | 110.02 |
| 2023-03-31 | $1.4M | 16k | 88.66 |
| 2022-12-31 | $1.4M | 16k | 86.98 |
| 2022-09-30 | $969k | 14k | 70.32 |
| 2022-06-30 | $811k | 12k | 65.23 |
| 2022-03-31 | $686k | 11k | 62.77 |
| 2021-12-31 | $462k | 2.6k | 178.72 |
| 2021-09-30 | $213k | 1.3k | 168.91 |
| 2021-06-30 | $223k | 1.3k | 173.41 |
| 2021-03-31 | $180k | 1.1k | 165.29 |
| 2020-12-31 | $101k | 707 | 142.86 |
| 2020-09-30 | $44k | 396 | 111.11 |
| 2020-06-30 | $16k | 149 | 107.38 |
| 2020-03-31 | $13k | 134 | 97.01 |
| 2019-12-31 | $60k | 437 | 137.30 |
| 2019-09-30 | $14k | 111 | 126.13 |
| 2019-06-30 | $14k | 111 | 126.13 |
| 2019-03-31 | $52k | 405 | 128.40 |
| 2018-12-31 | $76k | 664 | 114.46 |
| 2018-09-30 | $140k | 1.1k | 126.93 |
| 2018-06-30 | $146k | 1.1k | 138.65 |
| 2018-03-31 | $46k | 359 | 128.13 |
| 2017-12-31 | $29k | 220 | 131.82 |
| 2017-09-30 | $22k | 170 | 129.41 |