Vanguard Small-Cap Value ETF shares owned by Prosperity Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Prosperity 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 Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 43k | 208.71 |
| 2025-06-30 | $8.9M | 46k | 195.01 |
| 2025-03-31 | $8.9M | 48k | 186.29 |
| 2024-12-31 | $10M | 51k | 198.18 |
| 2024-09-30 | $12M | 59k | 200.78 |
| 2024-06-30 | $12M | 66k | 182.52 |
| 2024-03-31 | $14M | 71k | 191.88 |
| 2023-12-31 | $12M | 68k | 179.97 |
| 2023-09-30 | $10M | 64k | 159.49 |
| 2023-06-30 | $10M | 61k | 165.40 |
| 2023-03-31 | $9.0M | 57k | 158.76 |
| 2022-12-31 | $8.4M | 55k | 152.53 |
| 2022-09-30 | $7.9M | 55k | 143.40 |
| 2022-06-30 | $8.5M | 43k | 196.49 |
| 2022-03-31 | $8.9M | 43k | 205.87 |
| 2021-12-31 | $7.7M | 43k | 178.86 |
| 2021-09-30 | $6.6M | 39k | 169.25 |
| 2021-06-30 | $6.5M | 38k | 173.66 |
| 2021-03-31 | $5.8M | 35k | 165.59 |
| 2020-12-31 | $4.4M | 31k | 142.20 |