Vanguard Small-Cap Value ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 20k | 208.71 |
| 2025-06-30 | $3.9M | 20k | 195.01 |
| 2025-03-31 | $3.7M | 20k | 186.29 |
| 2024-12-31 | $3.7M | 19k | 198.18 |
| 2024-09-30 | $2.0M | 9.8k | 200.77 |
| 2024-06-30 | $1.0M | 5.6k | 182.52 |
| 2024-03-31 | $1.0M | 5.4k | 191.88 |
| 2023-12-31 | $728k | 4.0k | 179.95 |
| 2023-09-30 | $645k | 4.0k | 159.49 |
| 2023-06-30 | $591k | 3.6k | 165.38 |
| 2023-03-31 | $556k | 3.5k | 158.77 |
| 2022-12-31 | $449k | 2.8k | 158.88 |
| 2022-09-30 | $391k | 2.7k | 143.54 |
| 2022-06-30 | $266k | 1.8k | 149.69 |
| 2022-03-31 | $270k | 1.5k | 175.90 |
| 2021-12-31 | $205k | 1.1k | 179.04 |
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