Vanguard Small-Cap Value ETF shares owned by Strategic Financial Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Strategic Financial Partners
from 13F filings
Historical chart of Strategic Financial Partners investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by Strategic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Value ETF by Strategic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.9k | 208.73 |
| 2025-06-30 | $1.1M | 5.9k | 195.03 |
| 2025-03-31 | $1.1M | 5.9k | 186.31 |
| 2024-12-31 | $1.2M | 5.9k | 198.19 |
| 2024-09-30 | $1.2M | 5.8k | 200.79 |
| 2024-06-30 | $1.0M | 5.7k | 182.53 |
| 2024-03-31 | $1.2M | 6.2k | 191.89 |
| 2023-12-31 | $1.1M | 6.1k | 179.99 |
| 2023-09-30 | $1.0M | 6.3k | 159.50 |
| 2023-06-30 | $1.0M | 6.3k | 165.42 |
| 2023-03-31 | $999k | 6.3k | 158.76 |
| 2022-12-31 | $960k | 6.0k | 158.78 |
| 2022-09-30 | $860k | 6.0k | 143.38 |
| 2022-06-30 | $975k | 6.5k | 149.91 |
| 2022-03-31 | $1.2M | 6.6k | 175.92 |
| 2021-12-31 | $1.3M | 7.1k | 178.79 |
| 2021-09-30 | $1.3M | 7.4k | 169.29 |
| 2021-06-30 | $1.2M | 7.1k | 173.65 |
| 2021-03-31 | $1.1M | 6.9k | 165.61 |
| 2020-12-31 | $1.2M | 8.1k | 142.17 |
| 2020-09-30 | $894k | 8.1k | 110.60 |
| 2020-06-30 | $776k | 7.3k | 106.89 |
| 2020-03-31 | $819k | 9.2k | 88.77 |
| 2019-12-31 | $1.3M | 9.2k | 137.02 |
More positions owned by Strategic Financial Partners
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