Vanguard Small-Cap Value ETF shares owned by Waldron
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Waldron
from 13F filings
Historical chart of Waldron 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 Waldron 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 Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 201k | 179.97 |
| 2023-09-30 | $30M | 190k | 159.49 |
| 2023-06-30 | $32M | 195k | 165.40 |
| 2023-03-31 | $35M | 222k | 158.76 |
| 2022-12-31 | $29M | 199k | 143.40 |
| 2022-09-30 | $29M | 199k | 143.40 |
| 2022-06-30 | $31M | 204k | 149.82 |
| 2022-03-31 | $38M | 213k | 175.94 |
| 2021-12-31 | $37M | 209k | 178.85 |
| 2021-09-30 | $35M | 206k | 169.26 |
| 2021-06-30 | $39M | 226k | 173.66 |
| 2021-03-31 | $38M | 228k | 165.61 |
| 2020-12-31 | $31M | 220k | 142.21 |
| 2020-09-30 | $26M | 238k | 110.63 |
| 2020-06-30 | $25M | 232k | 106.92 |
| 2020-03-31 | $17M | 194k | 88.80 |
| 2019-12-31 | $10M | 73k | 137.07 |
| 2019-09-30 | $7.9M | 61k | 128.85 |
| 2019-06-30 | $8.2M | 62k | 131.27 |
| 2019-03-31 | $7.4M | 58k | 129.31 |
| 2018-12-31 | $5.2M | 46k | 114.05 |
| 2016-06-30 | $356k | 3.4k | 105.26 |