Vanguard Small-Cap Value ETF shares owned by Independent Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.2M | 15k | 217.25 |
| 2025-09-30 | $2.1M | 10k | 208.72 |
| 2025-06-30 | $3.1M | 16k | 195.00 |
| 2025-03-31 | $2.6M | 14k | 186.29 |
| 2024-12-31 | $2.6M | 13k | 198.19 |
| 2024-09-30 | $2.6M | 13k | 200.78 |
| 2024-06-30 | $2.7M | 15k | 182.53 |
| 2024-03-31 | $3.2M | 17k | 191.88 |
| 2023-12-31 | $2.8M | 15k | 179.96 |
| 2023-09-30 | $2.2M | 14k | 159.50 |
| 2023-06-30 | $2.6M | 16k | 165.40 |
| 2023-03-31 | $2.4M | 15k | 158.76 |
| 2022-12-31 | $1.4M | 8.9k | 158.80 |
| 2022-09-30 | $1.1M | 7.6k | 143.41 |
| 2022-06-30 | $1.1M | 7.5k | 149.83 |
| 2022-03-31 | $1.9M | 11k | 175.94 |
| 2021-12-31 | $1.4M | 7.7k | 178.86 |
| 2021-09-30 | $767k | 4.5k | 169.27 |
| 2021-06-30 | $795k | 4.6k | 173.67 |
| 2021-03-31 | $611k | 3.7k | 165.62 |
| 2020-12-31 | $513k | 3.6k | 142.22 |
| 2020-09-30 | $312k | 2.8k | 110.64 |
| 2020-06-30 | $314k | 2.9k | 106.93 |
| 2020-03-31 | $240k | 2.7k | 88.81 |
More positions owned by Independent Financial Group
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