Vanguard Small-Cap Value ETF shares owned by ValMark Advisers
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 11k | 200.78 |
| 2024-06-30 | $390k | 2.1k | 182.52 |
| 2024-03-31 | $372k | 1.9k | 191.88 |
| 2023-12-31 | $337k | 1.9k | 179.97 |
| 2023-09-30 | $406k | 2.5k | 159.49 |
| 2023-06-30 | $539k | 3.3k | 165.40 |
| 2023-03-31 | $1.5M | 9.5k | 158.76 |
| 2022-12-31 | $2.6M | 16k | 158.80 |
| 2022-09-30 | $2.9M | 20k | 143.38 |
| 2022-03-31 | $245k | 1.4k | 175.75 |
| 2021-12-31 | $207k | 1.2k | 178.91 |
| 2021-03-31 | $4.1M | 25k | 165.61 |
| 2020-12-31 | $601k | 4.2k | 142.18 |
| 2018-03-31 | $454k | 3.5k | 129.46 |
| 2017-12-31 | $926k | 7.0k | 132.78 |