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Vanguard Small-Cap Value ETF shares owned by Midwest Financial Group

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Midwest Financial Group from 13F filings

Historical chart of Midwest Financial Group 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 Midwest Financial Group 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 Midwest Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 11k 208.71
2025-06-30 $2.1M 11k 195.02
2025-03-31 $2.0M 11k 186.30
2024-12-31 $2.2M 11k 198.19
2024-09-30 $2.2M 11k 200.76
2024-06-30 $1.9M 11k 182.47
2024-03-31 $1.9M 10k 191.87
2023-12-31 $1.7M 9.4k 180.01
2023-09-30 $1.1M 7.1k 159.45
2023-06-30 $377k 2.3k 165.50
2023-03-31 $362k 2.3k 158.98