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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Investments & 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 Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
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