Vanguard Small-Cap Value ETF shares owned by Resurgent Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Resurgent Financial Advisors
from 13F filings
Historical chart of Resurgent Financial Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Resurgent Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.2k | 208.70 |
| 2025-06-30 | $1.0M | 5.3k | 195.02 |
| 2025-03-31 | $1.0M | 5.4k | 186.29 |
| 2024-12-31 | $988k | 5.0k | 198.17 |
| 2024-09-30 | $957k | 4.8k | 200.78 |
| 2024-06-30 | $814k | 4.5k | 182.52 |
| 2024-03-31 | $1.8M | 9.5k | 191.88 |
| 2023-12-31 | $843k | 4.7k | 179.95 |
| 2023-09-30 | $1.1M | 6.8k | 159.47 |
| 2023-06-30 | $1.3M | 7.7k | 165.40 |
| 2023-03-31 | $1.1M | 7.0k | 158.76 |
| 2022-12-31 | $1.0M | 6.5k | 158.78 |
| 2022-09-30 | $514k | 3.6k | 143.30 |
| 2022-06-30 | $602k | 4.0k | 149.71 |
| 2022-03-31 | $731k | 4.2k | 175.89 |
| 2021-12-31 | $596k | 3.3k | 178.98 |
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