Vanguard Small-Cap Value ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 5.5k | 191.86 |
| 2023-12-31 | $985k | 5.5k | 179.96 |
| 2023-09-30 | $849k | 5.3k | 159.48 |
| 2023-06-30 | $880k | 5.3k | 165.39 |
| 2023-03-31 | $842k | 5.3k | 158.75 |
| 2022-12-31 | $1.0M | 6.5k | 158.79 |
| 2022-09-30 | $961k | 6.7k | 143.35 |
| 2022-06-30 | $1.5M | 10k | 149.79 |
| 2022-03-31 | $1.1M | 6.2k | 175.90 |
| 2021-12-31 | $1.1M | 6.2k | 178.91 |
| 2021-09-30 | $1.3M | 7.8k | 169.24 |
| 2021-06-30 | $1.4M | 8.1k | 173.62 |
| 2021-03-31 | $1.4M | 8.3k | 165.62 |
| 2020-12-31 | $871k | 6.1k | 142.13 |
| 2020-09-30 | $352k | 3.2k | 110.55 |
| 2019-12-31 | $151k | 1.1k | 136.90 |
| 2019-06-30 | $200k | 1.5k | 130.38 |
| 2019-03-31 | $250k | 1.9k | 128.67 |
| 2018-03-31 | $883k | 6.8k | 130.45 |
| 2017-12-31 | $938k | 7.1k | 132.71 |
| 2017-09-30 | $961k | 7.5k | 127.81 |
| 2017-06-30 | $1.3M | 10k | 122.99 |
| 2015-12-31 | $1.5M | 15k | 98.77 |
| 2015-09-30 | $1.5M | 15k | 96.85 |
| 2014-06-30 | $153k | 1.4k | 105.66 |
| 2014-03-31 | $148k | 1.5k | 100.89 |
| 2013-12-31 | $118k | 1.2k | 97.28 |
| 2013-09-30 | $78k | 865 | 90.17 |
More positions owned by Institute For Wealth Management
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