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Vanguard Small-Cap Value ETF shares owned by Envision Financial

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

Historical chart of Envision Financial 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 Envision Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Envision Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 16k 208.72
2025-06-30 $3.1M 16k 195.01
2025-03-31 $3.0M 16k 186.29
2024-12-31 $3.2M 16k 198.19