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Vanguard Small-Cap Value ETF shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors 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 J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 16k 191.69
2023-12-31 $4.0M 22k 179.97
2023-09-30 $3.6M 23k 159.49
2023-06-30 $3.8M 23k 165.40
2023-03-31 $3.8M 24k 158.76
2022-12-31 $2.1M 13k 158.80
2022-09-30 $1.7M 12k 143.39
2022-06-30 $2.1M 14k 149.84
2022-03-31 $2.8M 16k 175.96
2021-12-31 $2.3M 13k 178.87
2021-06-30 $2.2M 12k 173.63
2021-03-31 $1.7M 10k 165.63
2020-12-31 $1.4M 9.9k 142.22
2020-09-30 $968k 8.7k 110.64
2020-03-31 $247k 2.8k 88.69
2019-12-31 $1.1M 8.1k 137.11