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Vanguard Small-Cap Value ETF shares owned by TCI Wealth Advisors

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

Historical chart of TCI Wealth 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 TCI Wealth 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 TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $563k 2.9k 191.89
2023-12-31 $522k 2.9k 179.98
2023-09-30 $456k 2.9k 159.50
2023-06-30 $543k 3.3k 165.40
2023-03-31 $488k 3.1k 158.76
2022-12-31 $488k 3.1k 158.80
2022-09-30 $459k 3.2k 143.39
2022-06-30 $489k 3.3k 149.77
2022-03-31 $574k 3.3k 175.91
2021-12-31 $580k 3.2k 178.90
2021-09-30 $626k 3.7k 169.37
2021-06-30 $549k 3.2k 173.51
2021-03-31 $495k 3.0k 165.66
2020-12-31 $521k 3.7k 142.27
2020-09-30 $419k 3.8k 110.73
2020-06-30 $456k 4.3k 106.99
2020-03-31 $440k 5.0k 88.76
2019-12-31 $582k 4.2k 136.97
2019-09-30 $575k 4.5k 128.92
2019-06-30 $594k 4.5k 130.61
2019-03-31 $614k 4.8k 128.72
2018-12-31 $557k 4.9k 114.02
2018-09-30 $703k 5.0k 139.40
2018-06-30 $655k 4.8k 135.70
2018-03-31 $735k 5.7k 129.36
2017-12-31 $827k 6.2k 132.77
2017-09-30 $703k 5.5k 127.73
2017-06-30 $677k 5.5k 122.91
2017-03-31 $680k 5.5k 122.85
2016-12-31 $704k 5.8k 120.92
2016-09-30 $835k 7.5k 110.61
2016-06-30 $852k 8.1k 105.32
2016-03-31 $806k 7.9k 101.83
2015-12-31 $739k 7.5k 98.74
2015-09-30 $880k 9.1k 96.80
2015-06-30 $802k 7.4k 107.85
2015-03-31 $657k 6.0k 109.39
2014-12-31 $625k 5.9k 105.84
2014-09-30 $613k 6.2k 99.67
2014-06-30 $598k 5.7k 105.45
2014-03-31 $679k 6.7k 100.61
2013-12-31 $572k 5.9k 97.35
2013-09-30 $455k 5.0k 90.31
2013-06-30 $422k 5.0k 83.76
2013-03-31 $425k 5.2k 82.11
2012-12-31 $481k 6.6k 72.58