Vanguard Small-Cap Value ETF shares owned by WFG Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG 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 WFG Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $2.5M | 20k | 122.93 |
| 2017-03-31 | $1.4M | 11k | 122.86 |
| 2016-12-31 | $2.1M | 18k | 120.99 |
| 2016-09-30 | $864k | 7.8k | 110.68 |
| 2016-06-30 | $793k | 7.5k | 105.28 |
| 2016-03-31 | $625k | 6.1k | 101.96 |
| 2015-12-31 | $545k | 5.5k | 98.80 |
| 2015-09-30 | $527k | 5.4k | 96.88 |
| 2015-06-30 | $527k | 4.9k | 107.77 |
| 2015-03-31 | $515k | 4.7k | 109.43 |
| 2014-12-31 | $498k | 4.7k | 105.82 |
| 2014-09-30 | $515k | 5.2k | 99.83 |
| 2014-06-30 | $555k | 5.3k | 105.53 |
| 2014-03-31 | $522k | 5.2k | 100.60 |
| 2013-12-31 | $540k | 5.5k | 97.31 |
| 2013-09-30 | $245k | 2.7k | 90.24 |
| 2013-06-30 | $60k | 715 | 83.92 |
| 2013-03-31 | $59k | 715 | 82.52 |
| 2012-06-30 | $29k | 427 | 67.92 |
| 2012-03-31 | $30k | 427 | 70.26 |
| 2011-12-31 | $27k | 427 | 63.23 |