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

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

Historical chart of Envision 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 Envision Financial Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $830k 4.0k 208.71
2025-06-30 $776k 4.0k 195.01