Vanguard Small-Cap Value ETF shares owned by Investments & Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Investments & Financial Planning
from 13F filings
Historical chart of Investments & Financial Planning investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Investments & Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $392k | 1.9k | 208.69 |
| 2025-06-30 | $380k | 1.9k | 195.01 |
| 2025-03-31 | $358k | 1.9k | 186.31 |
| 2024-12-31 | $376k | 1.9k | 198.15 |
| 2024-09-30 | $380k | 1.9k | 200.79 |
| 2024-06-30 | $534k | 2.9k | 182.55 |
| 2024-03-31 | $562k | 2.9k | 191.89 |
| 2023-12-31 | $565k | 3.1k | 179.99 |
| 2023-09-30 | $4.2M | 26k | 159.49 |
| 2023-06-30 | $4.4M | 26k | 165.40 |
| 2023-03-31 | $4.5M | 28k | 158.76 |
| 2022-12-31 | $4.9M | 31k | 158.80 |
| 2022-06-30 | $4.8M | 32k | 149.82 |
| 2022-03-31 | $5.9M | 34k | 175.93 |
| 2021-12-31 | $5.7M | 33k | 174.11 |
More positions owned by Investments & Financial Planning
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