Vanguard Small-Cap Value ETF shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $170M | 886k | 191.88 |
| 2023-12-31 | $170M | 943k | 179.97 |
| 2023-09-30 | $151M | 944k | 159.49 |
| 2023-06-30 | $154M | 932k | 165.40 |
| 2023-03-31 | $144M | 908k | 158.76 |
| 2022-12-31 | $144M | 905k | 158.80 |
| 2022-09-30 | $125M | 870k | 143.40 |
| 2022-06-30 | $129M | 861k | 149.82 |
| 2022-03-31 | $157M | 890k | 175.94 |
| 2021-12-31 | $155M | 866k | 178.85 |
| 2021-09-30 | $146M | 861k | 169.26 |
| 2021-06-30 | $144M | 827k | 173.66 |
| 2021-03-31 | $131M | 793k | 165.61 |
| 2020-12-31 | $100M | 702k | 142.21 |
| 2020-09-30 | $56M | 507k | 110.63 |
| 2020-06-30 | $35M | 326k | 106.92 |
| 2020-03-31 | $22M | 245k | 88.80 |
| 2019-12-31 | $26M | 190k | 137.07 |
| 2019-09-30 | $21M | 163k | 128.85 |
| 2019-06-30 | $20M | 154k | 131.28 |
| 2019-03-31 | $19M | 144k | 129.32 |
| 2018-12-31 | $16M | 140k | 114.06 |
| 2018-09-30 | $15M | 104k | 140.15 |
| 2018-06-30 | $13M | 96k | 135.79 |
| 2018-03-31 | $15M | 116k | 129.42 |
| 2017-12-31 | $13M | 98k | 132.78 |
| 2017-09-30 | $11M | 83k | 128.40 |
| 2017-06-30 | $7.0M | 56k | 123.32 |
| 2017-03-31 | $6.2M | 50k | 122.87 |
| 2016-12-31 | $4.5M | 37k | 121.01 |
| 2016-09-30 | $2.7M | 24k | 110.67 |
| 2016-06-30 | $1.7M | 16k | 105.29 |
| 2016-03-31 | $332k | 3.3k | 101.81 |
| 2015-12-31 | $322k | 3.3k | 98.65 |
| 2015-09-30 | $831k | 8.5k | 97.96 |
| 2015-06-30 | $711k | 6.6k | 107.84 |
| 2015-03-31 | $327k | 3.0k | 109.25 |
| 2014-12-31 | $339k | 3.2k | 105.74 |
| 2014-09-30 | $349k | 3.5k | 99.66 |
| 2014-06-30 | $369k | 3.5k | 105.37 |
| 2014-03-31 | $352k | 3.5k | 100.51 |