Vanguard Small-Cap Value ETF shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 2.8k | 208.73 |
| 2025-06-30 | $598k | 3.1k | 195.00 |
| 2025-03-31 | $765k | 4.1k | 186.29 |
| 2024-12-31 | $814k | 4.1k | 198.20 |
| 2024-09-30 | $633k | 3.2k | 200.77 |
| 2024-03-31 | $551k | 2.9k | 191.88 |
| 2023-12-31 | $490k | 2.7k | 179.97 |
| 2023-09-30 | $325k | 2.0k | 159.49 |
| 2023-06-30 | $278k | 1.7k | 165.40 |
| 2021-12-31 | $40k | 240 | 166.67 |
| 2020-03-31 | $18k | 195 | 92.31 |
| 2019-12-31 | $77k | 565 | 136.28 |
More positions owned by Stonebridge Financial Planning Group
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