Creative Planning »

Vanguard Small-Cap Value ETF shares owned by Creative Planning

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

Historical chart of Creative 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $44M 242k 180.00
2023-09-30 $39M 241k 159.52
2023-06-30 $40M 243k 165.43
2023-03-31 $40M 250k 158.76
2022-12-31 $42M 265k 158.80
2022-09-30 $34M 234k 143.40
2022-06-30 $35M 231k 149.82
2022-03-31 $35M 201k 175.94
2021-12-31 $31M 174k 178.85
2021-09-30 $30M 178k 169.26
2021-06-30 $23M 131k 173.66
2021-03-31 $29M 173k 165.60
2020-12-31 $25M 177k 142.19
2020-09-30 $16M 145k 110.63
2020-06-30 $15M 144k 106.94
2020-03-31 $14M 155k 88.80
2019-12-31 $22M 161k 137.07
2019-09-30 $21M 160k 128.91
2019-06-30 $18M 138k 130.54
2019-03-31 $18M 139k 128.67
2018-12-31 $16M 141k 114.03
2018-09-30 $20M 143k 139.37
2018-06-30 $20M 144k 135.74
2018-03-31 $19M 145k 129.36
2017-12-31 $18M 139k 132.90
2017-09-30 $18M 138k 127.79
2017-06-30 $17M 137k 122.91
2017-03-31 $15M 124k 122.86
2016-12-31 $16M 129k 121.12
2016-09-30 $16M 141k 110.66
2016-06-30 $15M 145k 105.31
2016-03-31 $17M 166k 101.88
2015-12-31 $25M 255k 98.77
2015-09-30 $28M 290k 96.85
2015-06-30 $19M 176k 107.81
2015-03-31 $20M 178k 109.40
2014-12-31 $13M 126k 105.77
2014-09-30 $6.9M 69k 99.74
2014-06-30 $1.9M 18k 105.49
2014-03-31 $2.1M 21k 100.62
2013-12-31 $2.0M 21k 97.37
2013-09-30 $1.4M 15k 90.22
2013-06-30 $661k 7.9k 83.73
2012-12-31 $481k 6.6k 72.58
2012-09-30 $327k 4.6k 71.84
2012-06-30 $128k 1.9k 68.30
2011-12-31 $51k 806 63.28