Vanguard Small-Cap Value ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 1.1k | 208.69 |
| 2024-12-31 | $3.0M | 15k | 198.18 |
| 2024-09-30 | $2.9M | 14k | 200.78 |
| 2024-06-30 | $2.6M | 14k | 182.52 |
| 2024-03-31 | $2.8M | 15k | 191.88 |
| 2023-12-31 | $8.3M | 46k | 179.97 |
| 2023-09-30 | $7.4M | 46k | 159.49 |
| 2023-06-30 | $7.7M | 47k | 165.40 |
| 2023-03-31 | $7.4M | 46k | 158.76 |
| 2022-12-31 | $7.5M | 47k | 158.80 |
| 2022-09-30 | $6.7M | 47k | 143.40 |
| 2022-06-30 | $7.3M | 49k | 149.82 |
| 2022-03-31 | $8.1M | 46k | 175.92 |
| 2021-12-31 | $8.2M | 46k | 178.86 |
More positions owned by Forum Financial Management
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