Vanguard Small-Cap Value ETF shares owned by Oxford Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $112k | 537 | 208.71 |
| 2025-06-30 | $105k | 537 | 195.01 |
| 2025-03-31 | $100k | 537 | 186.29 |
| 2024-12-31 | $222k | 1.1k | 198.18 |
| 2024-09-30 | $222k | 1.1k | 200.78 |
| 2024-03-31 | $101k | 524 | 191.88 |
| 2023-12-31 | $54k | 300 | 179.97 |
| 2023-09-30 | $48k | 300 | 159.49 |
| 2023-06-30 | $50k | 300 | 165.40 |
| 2023-03-31 | $71k | 450 | 158.76 |
| 2022-12-31 | $72k | 450 | 158.80 |
| 2022-09-30 | $65k | 450 | 144.44 |
| 2021-09-30 | $76k | 450 | 168.89 |
| 2021-06-30 | $78k | 450 | 173.33 |
| 2020-12-31 | $1.0k | 8 | 125.00 |