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Vanguard Small-Cap Value ETF shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 17k 243.01
2026-03-31 $3.8M 18k 217.39
2025-12-31 $3.6M 17k 211.78
2025-09-30 $3.2M 16k 208.72
2025-06-30 $3.0M 15k 195.00
2025-03-31 $3.6M 20k 186.30
2024-12-31 $3.9M 20k 198.19