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Vanguard Small-Cap Value ETF shares owned by Ofc Financial Planning

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

Historical chart of Ofc Financial Planning 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 Ofc Financial Planning 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 Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 8.7k 208.71
2025-06-30 $1.8M 9.3k 195.01
2025-03-31 $1.7M 9.3k 186.29
2024-12-31 $1.8M 9.2k 198.18

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF