Vanguard Small-Cap Value ETF shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 12k | 208.72 |
| 2025-06-30 | $2.3M | 12k | 195.01 |
| 2025-03-31 | $2.2M | 12k | 186.29 |
| 2024-12-31 | $2.3M | 12k | 198.19 |
| 2024-09-30 | $2.5M | 12k | 200.77 |
| 2024-06-30 | $2.2M | 12k | 182.52 |
| 2024-03-31 | $2.5M | 13k | 191.87 |
| 2023-12-31 | $2.3M | 13k | 179.98 |
| 2023-09-30 | $2.1M | 13k | 159.49 |
| 2023-06-30 | $2.1M | 13k | 165.40 |
| 2023-03-31 | $2.1M | 13k | 158.76 |
| 2022-12-31 | $2.1M | 13k | 158.80 |
| 2022-09-30 | $1.9M | 13k | 143.40 |
| 2022-06-30 | $2.1M | 14k | 149.80 |
| 2022-03-31 | $2.5M | 14k | 175.97 |
| 2021-12-31 | $2.4M | 13k | 178.86 |
| 2021-09-30 | $2.2M | 13k | 169.22 |
| 2021-06-30 | $2.2M | 13k | 173.65 |
| 2021-03-31 | $2.1M | 12k | 165.65 |
| 2020-12-31 | $1.4M | 10k | 142.21 |
More positions owned by Sterling Financial Planning
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