Vanguard Small-Cap Value ETF shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 40k | 208.71 |
| 2025-06-30 | $7.8M | 40k | 195.01 |
| 2025-03-31 | $7.4M | 40k | 186.29 |
| 2024-12-31 | $7.9M | 40k | 198.18 |
| 2024-09-30 | $8.4M | 42k | 200.78 |
| 2024-06-30 | $7.9M | 43k | 182.52 |
| 2024-03-31 | $8.4M | 42k | 200.78 |
| 2023-12-31 | $8.0M | 44k | 179.97 |