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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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All positions including Vanguard Small-Cap Value ETF held by Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Phillips Financial Management

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF