Vanguard Small-Cap Value ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 132k | 208.71 |
| 2025-06-30 | $1.5M | 7.5k | 195.43 |
| 2025-03-31 | $15M | 82k | 186.29 |
| 2024-12-31 | $3.4M | 17k | 198.18 |
| 2024-09-30 | $32M | 159k | 200.78 |
| 2024-06-30 | $1.0M | 5.7k | 182.51 |
| 2023-12-31 | $9.7M | 54k | 179.97 |
| 2023-09-30 | $20M | 125k | 159.49 |
| 2023-06-30 | $700k | 4.2k | 165.39 |
| 2023-03-31 | $1.6M | 10k | 158.75 |
| 2022-12-31 | $14M | 88k | 158.80 |
| 2022-09-30 | $573k | 4.0k | 143.36 |
| 2022-06-30 | $666k | 4.1k | 163.68 |
| 2022-03-31 | $11M | 60k | 175.95 |
| 2021-12-31 | $11M | 62k | 174.11 |
| 2021-09-30 | $460k | 2.7k | 169.37 |
| 2021-06-30 | $556k | 3.2k | 173.59 |
| 2021-03-31 | $584k | 3.4k | 171.87 |
| 2020-12-31 | $591k | 3.7k | 158.06 |
| 2020-09-30 | $441k | 4.0k | 110.53 |
| 2020-06-30 | $429k | 3.6k | 117.86 |
| 2020-03-31 | $294k | 3.3k | 88.79 |
| 2019-12-31 | $445k | 3.2k | 137.18 |
| 2019-09-30 | $399k | 3.1k | 129.00 |
| 2019-06-30 | $361k | 2.8k | 127.56 |
| 2019-03-31 | $317k | 2.5k | 129.39 |
| 2018-12-31 | $335k | 2.6k | 129.84 |
More positions owned by Pensionmark Financial Group
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