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Vanguard Small-Cap Value ETF shares owned by LMG Wealth Partners

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by LMG Wealth Partners from 13F filings

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 90k 179.97
2023-09-30 $15M 92k 159.49
2023-06-30 $16M 98k 165.40
2023-03-31 $16M 97k 158.76
2022-12-31 $16M 95k 168.34