Vanguard Small-Cap Value ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 1.8k | 208.68 |
| 2025-06-30 | $358k | 1.8k | 194.99 |
| 2025-03-31 | $341k | 1.8k | 186.32 |
| 2024-12-31 | $390k | 2.0k | 198.19 |
| 2024-09-30 | $390k | 1.9k | 200.80 |
| 2024-06-30 | $345k | 1.9k | 182.53 |
| 2024-03-31 | $358k | 1.9k | 191.84 |
| 2023-09-30 | $295k | 1.9k | 159.47 |
| 2023-06-30 | $305k | 1.8k | 165.36 |
| 2023-03-31 | $272k | 1.7k | 158.72 |
| 2022-12-31 | $263k | 1.7k | 158.76 |
| 2022-09-30 | $237k | 1.7k | 143.55 |
| 2022-06-30 | $255k | 1.7k | 149.91 |
| 2022-03-31 | $297k | 1.7k | 176.05 |
| 2021-12-31 | $302k | 1.7k | 179.02 |
| 2021-09-30 | $317k | 1.9k | 169.25 |
| 2021-06-30 | $293k | 1.7k | 173.78 |
| 2018-09-30 | $240k | 1.7k | 139.53 |
| 2018-06-30 | $229k | 1.7k | 135.91 |
More positions owned by Summit Financial Strategies
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