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Vanguard Small-Cap Value ETF shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management 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 White Lighthouse Investment Management 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 White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 32k 179.97
2023-09-30 $5.0M 32k 159.49
2023-06-30 $5.2M 31k 165.40
2023-03-31 $5.0M 31k 158.76
2022-12-31 $4.9M 31k 158.80
2022-09-30 $4.6M 32k 143.40
2022-06-30 $4.7M 31k 149.82
2022-03-31 $5.3M 30k 175.93
2021-12-31 $4.9M 27k 178.85
2021-09-30 $4.4M 26k 169.25
2021-06-30 $4.3M 25k 173.65
2021-03-31 $3.7M 23k 165.60
2020-12-31 $2.8M 19k 142.21
2020-09-30 $2.1M 19k 110.61
2020-06-30 $1.9M 18k 106.92
2020-03-31 $2.1M 23k 88.80
2019-12-31 $3.1M 23k 137.08
2019-09-30 $2.8M 22k 128.86
2019-06-30 $2.7M 20k 130.55
2019-03-31 $2.4M 19k 128.72
2018-12-31 $1.8M 15k 114.08
2018-09-30 $2.4M 17k 139.36
2018-06-30 $2.2M 16k 135.78
2018-03-31 $1.8M 14k 129.43
2017-12-31 $1.7M 13k 132.75