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Vanguard Small-Cap Value ETF shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $866k 4.5k 191.88
2023-12-31 $236k 1.3k 179.97
2022-03-31 $359k 2.0k 175.89
2021-12-31 $364k 2.0k 178.78
2021-09-30 $351k 2.1k 169.16
2021-06-30 $2.1M 12k 173.65
2012-12-31 $7.0k 100 70.00
2012-09-30 $7.0k 100 70.00
2012-06-30 $7.0k 100 70.00
2012-03-31 $7.0k 100 70.00
2011-12-31 $6.0k 100 60.00