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Vanguard Small-Cap Value ETF shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory 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 Winthrop Advisory 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 1.4k 191.87
2023-12-31 $235k 1.3k 180.03
2023-09-30 $214k 1.3k 159.44
2023-06-30 $211k 1.3k 165.43
2023-03-31 $245k 1.5k 158.58
2022-12-31 $241k 1.5k 158.55
2022-09-30 $218k 1.5k 143.70
2022-06-30 $226k 1.5k 149.67
2022-03-31 $424k 2.4k 175.86
2021-12-31 $380k 2.1k 179.08
2021-09-30 $230k 1.4k 169.62
2021-06-30 $235k 1.4k 173.95
2021-03-31 $223k 1.3k 165.68
2020-12-31 $206k 1.5k 141.97
2019-12-31 $397k 2.9k 137.18
2019-09-30 $391k 3.0k 129.00
2019-06-30 $393k 3.0k 130.61
2019-03-31 $468k 3.6k 129.64
2018-12-31 $420k 3.7k 114.04
2018-09-30 $846k 6.1k 139.33
2018-06-30 $945k 7.0k 135.76
2018-03-31 $927k 7.1k 130.91
2017-12-31 $1.0M 7.8k 134.40