Vanguard Small-Cap Value ETF shares owned by O'Connor Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by O'Connor Financial Group
from 13F filings
Historical chart of O'Connor Financial Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by O'Connor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 8.4k | 208.71 |
| 2025-06-30 | $1.7M | 8.5k | 201.72 |
| 2025-03-31 | $2.5M | 13k | 186.30 |
| 2024-12-31 | $3.2M | 16k | 198.18 |
| 2024-09-30 | $3.4M | 17k | 200.78 |
| 2024-06-30 | $3.3M | 18k | 182.52 |
| 2024-03-31 | $3.6M | 19k | 191.88 |
| 2023-12-31 | $5.6M | 31k | 179.97 |
| 2023-09-30 | $5.2M | 33k | 159.49 |
| 2023-06-30 | $5.5M | 33k | 165.40 |
| 2023-03-31 | $4.9M | 31k | 158.76 |