Disciplined Investments »

Vanguard Small-Cap Value ETF shares owned by Disciplined Investments

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

Historical chart of Disciplined Investments 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 Disciplined Investments 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 Disciplined Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $827k 4.3k 191.86
2023-12-31 $779k 4.3k 179.99
2023-09-30 $676k 4.2k 159.50
2023-06-30 $725k 4.4k 165.40
2023-03-31 $1.2M 7.7k 158.77
2022-12-31 $1.2M 7.8k 158.80
2022-09-30 $1.1M 8.0k 143.34
2022-06-30 $1.3M 8.6k 149.80
2022-03-31 $1.3M 7.3k 175.96
2021-12-31 $1.3M 7.4k 178.85
2021-09-30 $1.2M 7.3k 169.30
2021-06-30 $1.2M 7.0k 173.60
2021-03-31 $990k 6.0k 165.69
2020-12-31 $916k 6.4k 142.26
2020-09-30 $589k 5.3k 110.63
2020-06-30 $514k 4.8k 106.93
2020-03-31 $274k 3.1k 88.82
2019-12-31 $121k 882 137.19