Donalies Financial Planning »

Vanguard Small-Cap Value ETF shares owned by Donalies Financial Planning

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

Historical chart of Donalies Financial 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 Donalies Financial 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 Donalies Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 10k 217.24