Vanguard Small-Cap Value ETF shares owned by Retirement Financial Solutions
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Retirement Financial Solutions
from 13F filings
Historical chart of Retirement Financial Solutions investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Retirement Financial Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $437k | 2.0k | 217.25 |
| 2025-12-31 | $424k | 2.0k | 211.74 |
| 2025-09-30 | $414k | 2.0k | 208.73 |
| 2025-06-30 | $19M | 98k | 195.01 |
| 2025-03-31 | $19M | 103k | 186.29 |
| 2024-12-31 | $19M | 98k | 198.18 |
| 2024-09-30 | $20M | 98k | 200.78 |
| 2024-06-30 | $18M | 96k | 182.52 |
| 2024-03-31 | $16M | 85k | 191.88 |
| 2023-12-31 | $14M | 77k | 179.97 |
| 2023-09-30 | $11M | 71k | 159.49 |
| 2023-06-30 | $10M | 60k | 165.40 |
| 2023-03-31 | $8.1M | 51k | 158.76 |
| 2022-12-31 | $7.8M | 49k | 158.80 |
More positions owned by Retirement Financial Solutions
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