Vanguard Small-Cap Value ETF shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services 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 Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 25k | 200.78 |
| 2024-06-30 | $4.5M | 25k | 182.52 |
| 2024-03-31 | $4.9M | 26k | 191.88 |
| 2023-12-31 | $4.6M | 26k | 179.97 |
| 2023-09-30 | $4.2M | 26k | 159.49 |
| 2023-06-30 | $4.4M | 26k | 165.40 |
| 2023-03-31 | $4.4M | 28k | 158.76 |
| 2022-12-31 | $4.5M | 28k | 158.80 |
| 2022-09-30 | $4.1M | 29k | 143.41 |
| 2022-06-30 | $4.5M | 30k | 149.83 |
| 2022-03-31 | $5.0M | 28k | 175.94 |
| 2021-12-31 | $5.8M | 33k | 178.84 |
| 2021-09-30 | $6.6M | 39k | 169.25 |
| 2021-06-30 | $6.1M | 35k | 173.66 |
| 2021-03-31 | $6.2M | 37k | 165.62 |
| 2020-12-31 | $5.6M | 39k | 142.20 |
| 2020-09-30 | $4.3M | 39k | 110.64 |
| 2020-06-30 | $4.0M | 37k | 106.91 |
| 2020-03-31 | $5.7M | 65k | 88.79 |
| 2019-12-31 | $366k | 2.7k | 137.03 |
| 2019-09-30 | $344k | 2.7k | 128.84 |
| 2019-06-30 | $276k | 2.1k | 130.68 |