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Vanguard Small-Cap Value ETF shares owned by Wharton Business Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Wharton Business Group from 13F filings

Historical chart of Wharton Business Group 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 Wharton Business Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Wharton Business Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 65k 179.97
2023-09-30 $11M 66k 159.49
2023-06-30 $11M 69k 165.40
2023-03-31 $25M 156k 158.76
2022-12-31 $26M 162k 158.80
2022-09-30 $22M 153k 143.40
2022-06-30 $22M 150k 149.82
2022-03-31 $25M 137k 178.85
2021-12-31 $25M 137k 178.85
2021-03-31 $17M 101k 165.61
2020-12-31 $13M 89k 142.21
2020-09-30 $9.9M 89k 110.63
2020-06-30 $368k 3.4k 106.98
2020-03-31 $281k 3.2k 88.78
2019-12-31 $767k 5.6k 137.09
2019-09-30 $987k 7.7k 128.85
2019-06-30 $1.0M 7.7k 130.55
2019-03-31 $1.0M 8.0k 128.67
2018-12-31 $1.3M 11k 114.06
2018-09-30 $1.1M 8.0k 139.38
2018-06-30 $1.1M 8.3k 135.79
2018-03-31 $1.1M 8.3k 129.39
2017-12-31 $1.1M 8.1k 132.80
2017-09-30 $1.0M 8.1k 127.84
2017-06-30 $1.4M 12k 122.95
2017-03-31 $1.4M 12k 122.90
2016-12-31 $1.4M 12k 120.97
2016-09-30 $15M 137k 110.66
2016-06-30 $21M 197k 105.31
2016-03-31 $25M 244k 101.88
2015-12-31 $26M 267k 98.77
2015-09-30 $30M 306k 96.85
2015-06-30 $33M 309k 107.81
2015-03-31 $34M 306k 109.40
2014-12-31 $32M 304k 105.77
2014-09-30 $30M 303k 99.74
2014-06-30 $27M 254k 105.50
2014-03-31 $5.9M 58k 100.63
2013-12-31 $5.5M 57k 97.36
2013-09-30 $3.2M 36k 90.24
2013-06-30 $2.9M 35k 83.71