Strategic Financial Partners »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
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