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Vanguard Small-Cap Value ETF shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 24k 179.97
2023-09-30 $3.5M 22k 159.49
2023-06-30 $3.6M 22k 165.40
2023-03-31 $5.9M 37k 158.76
2022-12-31 $8.5M 53k 158.80
2022-09-30 $5.4M 38k 143.40
2022-06-30 $5.3M 36k 149.81
2022-03-31 $6.2M 35k 175.95
2021-12-31 $13M 70k 178.85
2021-09-30 $13M 75k 169.25
2021-06-30 $14M 80k 173.66
2020-12-31 $2.7M 19k 142.18
2020-09-30 $2.1M 19k 110.60
2020-06-30 $1.9M 18k 106.94
2020-03-31 $1.3M 15k 88.82
2019-12-31 $1.1M 8.1k 137.10
2019-09-30 $997k 7.7k 128.81
2019-06-30 $914k 7.0k 130.53
2018-12-31 $769k 6.7k 114.01
2018-09-30 $669k 4.8k 139.32
2018-06-30 $627k 4.6k 135.68
2018-03-31 $547k 4.2k 129.44
2017-12-31 $449k 3.4k 132.72
2017-09-30 $339k 2.7k 127.59
2017-06-30 $234k 1.9k 122.90
2017-03-31 $220k 1.8k 122.63
2016-12-31 $18k 146 123.29