Vanguard Small-Cap Value ETF shares owned by Plan Group Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial 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 Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Plan Group Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $214k | 1.1k | 191.96 |
2023-12-31 | $207k | 1.2k | 179.90 |
2022-06-30 | $235k | 1.6k | 149.89 |