Vanguard Small-Cap Value ETF shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 5.4k | 195.02 |
| 2025-03-31 | $1.0M | 5.4k | 186.30 |
| 2024-12-31 | $1.0M | 5.2k | 198.19 |
| 2024-09-30 | $975k | 4.9k | 200.79 |
| 2024-06-30 | $5.3M | 248k | 21.27 |
| 2024-03-31 | $362k | 1.9k | 191.87 |
| 2023-09-30 | $200k | 1.3k | 159.47 |
| 2023-06-30 | $214k | 1.3k | 165.41 |
| 2023-03-31 | $244k | 1.5k | 158.81 |
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