Vanguard Small-Cap Value ETF shares owned by Theory Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 19k | 208.41 |
| 2025-06-30 | $3.2M | 16k | 198.27 |
| 2025-03-31 | $3.3M | 18k | 186.29 |
| 2024-12-31 | $3.5M | 18k | 198.18 |
| 2024-09-30 | $3.5M | 18k | 198.80 |
| 2024-06-30 | $3.3M | 18k | 182.52 |
| 2024-03-31 | $4.2M | 22k | 191.88 |
| 2023-12-31 | $4.2M | 23k | 179.97 |
| 2023-09-30 | $3.6M | 23k | 159.49 |
| 2023-06-30 | $3.9M | 24k | 165.40 |
| 2023-03-31 | $3.6M | 23k | 158.76 |
| 2022-12-31 | $3.6M | 22k | 158.80 |
| 2022-06-30 | $3.2M | 21k | 151.13 |
| 2022-03-31 | $3.7M | 21k | 175.95 |
| 2021-12-31 | $3.9M | 22k | 178.84 |