Vanguard Small-Cap Value ETF shares owned by Lake Street Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 3.7k | 208.73 |
| 2025-06-30 | $728k | 3.7k | 195.02 |
| 2025-03-31 | $695k | 3.7k | 186.30 |
| 2024-12-31 | $739k | 3.7k | 198.16 |
| 2024-09-30 | $746k | 3.7k | 200.80 |
| 2024-06-30 | $677k | 3.7k | 182.53 |
| 2024-03-31 | $712k | 3.7k | 191.89 |
| 2023-12-31 | $668k | 3.7k | 179.97 |
| 2023-09-30 | $601k | 3.8k | 160.04 |
| 2023-06-30 | $621k | 3.8k | 165.42 |
| 2023-03-31 | $595k | 3.7k | 158.78 |
| 2022-12-31 | $594k | 3.7k | 158.81 |
| 2022-09-30 | $537k | 3.7k | 143.51 |
| 2022-06-30 | $646k | 4.3k | 149.71 |
| 2022-03-31 | $610k | 3.5k | 175.84 |
| 2021-12-31 | $513k | 2.9k | 178.75 |
| 2021-09-30 | $389k | 2.3k | 169.06 |
| 2021-06-30 | $368k | 2.1k | 175.49 |
| 2021-03-31 | $344k | 2.1k | 165.46 |
| 2020-12-31 | $296k | 2.1k | 142.38 |