Vanguard Small-Cap Value ETF shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.3k | 208.69 |
| 2025-06-30 | $1.0M | 5.2k | 195.02 |
| 2025-03-31 | $969k | 5.2k | 186.30 |
| 2024-12-31 | $1.1M | 5.5k | 198.17 |
| 2024-09-30 | $1.6M | 7.8k | 200.78 |
| 2024-06-30 | $705k | 3.9k | 182.52 |
| 2024-03-31 | $866k | 4.5k | 191.88 |
| 2023-12-31 | $236k | 1.3k | 179.97 |
| 2022-03-31 | $359k | 2.0k | 175.89 |
| 2021-12-31 | $364k | 2.0k | 178.78 |
| 2021-09-30 | $351k | 2.1k | 169.16 |
| 2021-06-30 | $2.1M | 12k | 173.65 |
| 2012-12-31 | $7.0k | 100 | 70.00 |
| 2012-09-30 | $7.0k | 100 | 70.00 |
| 2012-06-30 | $7.0k | 100 | 70.00 |
| 2012-03-31 | $7.0k | 100 | 70.00 |
| 2011-12-31 | $6.0k | 100 | 60.00 |