Vanguard Small-Cap Growth ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 6.2k | 260.72 |
| 2023-12-31 | $1.5M | 6.2k | 241.78 |
| 2023-09-30 | $1.5M | 6.9k | 214.19 |
| 2023-06-30 | $371k | 1.6k | 229.76 |
| 2023-03-31 | $346k | 1.6k | 216.37 |
| 2022-12-31 | $406k | 2.0k | 200.59 |
| 2022-03-31 | $228k | 919 | 248.10 |
| 2021-12-31 | $258k | 914 | 282.28 |
| 2021-09-30 | $213k | 761 | 279.89 |
| 2021-06-30 | $220k | 760 | 289.47 |
| 2021-03-31 | $211k | 770 | 274.03 |
| 2020-12-31 | $190k | 710 | 267.61 |
| 2020-09-30 | $153k | 710 | 215.49 |
| 2020-06-30 | $143k | 714 | 200.28 |
| 2020-03-31 | $121k | 747 | 161.98 |
| 2019-12-31 | $142k | 714 | 198.88 |
| 2019-09-30 | $130k | 714 | 182.07 |
| 2019-06-30 | $133k | 714 | 186.27 |
| 2019-03-31 | $140k | 777 | 180.18 |
| 2018-12-31 | $155k | 1.0k | 150.78 |
| 2018-09-30 | $160k | 962 | 166.32 |
| 2018-06-30 | $181k | 1.0k | 180.82 |
| 2018-03-31 | $90k | 550 | 163.64 |
| 2017-12-31 | $63k | 393 | 160.31 |
| 2017-09-30 | $39k | 257 | 151.75 |
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