Vanguard Small-Cap Value ETF shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement 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 Peak Retirement 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 Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 32k | 208.71 |
| 2025-06-30 | $4.7M | 24k | 195.01 |
| 2025-03-31 | $4.3M | 23k | 186.29 |
| 2024-12-31 | $3.4M | 17k | 198.18 |