Vanguard Small-Cap Value ETF shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 58k | 208.71 |
| 2025-06-30 | $11M | 59k | 195.01 |
| 2025-03-31 | $46M | 244k | 186.29 |
| 2024-12-31 | $49M | 247k | 198.18 |
| 2024-09-30 | $50M | 248k | 200.78 |
| 2024-06-30 | $45M | 246k | 182.52 |
| 2024-03-31 | $47M | 244k | 191.88 |
| 2023-12-31 | $43M | 237k | 179.97 |
| 2023-09-30 | $34M | 216k | 159.49 |
| 2023-06-30 | $35M | 213k | 165.40 |
| 2023-03-31 | $33M | 211k | 158.76 |
| 2022-12-31 | $34M | 212k | 158.80 |
| 2022-09-30 | $31M | 216k | 143.40 |
| 2022-06-30 | $33M | 218k | 149.82 |
| 2022-03-31 | $41M | 233k | 175.94 |
| 2021-12-31 | $41M | 230k | 178.85 |
| 2021-09-30 | $38M | 225k | 169.26 |
| 2021-06-30 | $39M | 225k | 173.66 |
| 2021-03-31 | $39M | 236k | 165.61 |
| 2020-12-31 | $38M | 270k | 142.21 |
| 2020-09-30 | $34M | 309k | 110.63 |
| 2020-06-30 | $37M | 344k | 106.92 |
| 2020-03-31 | $31M | 343k | 88.80 |
| 2019-12-31 | $53M | 388k | 137.07 |
More positions owned by Center for Financial Planning
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