Vanguard Small-Cap Value ETF shares owned by Discipline Wealth Solutions
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Discipline Wealth Solutions
from 13F filings
Historical chart of Discipline Wealth Solutions investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Discipline Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 22k | 208.71 |
| 2025-06-30 | $2.6M | 13k | 195.01 |
| 2025-03-31 | $949k | 5.1k | 186.30 |
| 2024-12-31 | $1.2M | 6.0k | 198.17 |
| 2024-09-30 | $1.3M | 6.7k | 200.77 |
| 2024-06-30 | $906k | 5.0k | 182.53 |
| 2024-03-31 | $427k | 2.2k | 190.14 |
| 2023-12-31 | $609k | 3.4k | 176.79 |
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