Vanguard Small-Cap Value ETF shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 71k | 200.78 |
| 2024-06-30 | $14M | 74k | 182.52 |
| 2024-03-31 | $14M | 75k | 191.88 |
| 2023-12-31 | $14M | 78k | 179.97 |
| 2023-09-30 | $12M | 76k | 159.49 |
| 2023-06-30 | $13M | 76k | 165.40 |
| 2023-03-31 | $11M | 71k | 158.76 |
| 2022-12-31 | $11M | 71k | 158.80 |
| 2022-09-30 | $10M | 72k | 143.40 |
| 2022-06-30 | $11M | 71k | 149.82 |
| 2022-03-31 | $12M | 67k | 175.93 |
| 2021-12-31 | $12M | 67k | 178.85 |
| 2021-09-30 | $11M | 67k | 169.26 |
| 2021-06-30 | $12M | 69k | 173.66 |
| 2021-03-31 | $12M | 71k | 165.61 |
| 2020-12-31 | $11M | 74k | 142.20 |
| 2020-09-30 | $8.4M | 76k | 110.63 |
| 2020-06-30 | $8.1M | 76k | 106.92 |
| 2020-03-31 | $5.6M | 68k | 83.19 |
| 2019-12-31 | $4.8M | 35k | 137.06 |
| 2019-09-30 | $4.6M | 36k | 128.85 |
| 2019-06-30 | $4.8M | 37k | 130.94 |
| 2019-03-31 | $5.0M | 38k | 130.62 |
| 2018-12-31 | $4.5M | 39k | 114.06 |
| 2018-09-30 | $5.6M | 40k | 138.06 |
| 2018-06-30 | $5.5M | 41k | 136.13 |
| 2018-03-31 | $5.2M | 41k | 128.23 |
| 2017-12-31 | $5.7M | 42k | 134.57 |
| 2017-09-30 | $5.5M | 43k | 127.78 |
| 2017-06-30 | $5.4M | 43k | 125.98 |
| 2017-03-31 | $5.2M | 43k | 119.72 |
| 2016-12-31 | $5.4M | 44k | 122.63 |
| 2016-09-30 | $4.8M | 45k | 108.16 |
| 2016-06-30 | $4.9M | 45k | 109.05 |
| 2016-03-31 | $4.8M | 47k | 102.00 |
| 2015-12-31 | $4.2M | 47k | 89.63 |
| 2015-09-30 | $4.7M | 47k | 100.32 |
| 2015-06-30 | $5.1M | 47k | 107.84 |
| 2015-03-31 | $5.2M | 47k | 110.02 |
| 2014-12-31 | $5.0M | 49k | 103.12 |
| 2014-09-30 | $4.7M | 50k | 95.59 |
| 2014-06-30 | $5.3M | 51k | 104.11 |
| 2014-03-31 | $5.0M | 51k | 99.30 |
| 2013-12-31 | $5.1M | 53k | 96.64 |
| 2013-09-30 | $4.8M | 53k | 90.85 |
| 2013-06-30 | $4.7M | 53k | 88.57 |
| 2012-09-30 | $3.7M | 52k | 72.00 |
| 2012-06-30 | $3.6M | 53k | 68.08 |
| 2012-03-31 | $3.7M | 53k | 70.47 |
| 2011-09-30 | $2.6M | 48k | 55.59 |
| 2011-06-30 | $3.3M | 47k | 70.36 |
| 2011-03-31 | $3.5M | 49k | 71.44 |
More positions owned by Phillips Financial Management
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