Vanguard Small-Cap Value ETF shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 95k | 191.88 |
| 2023-12-31 | $17M | 96k | 179.97 |
| 2023-09-30 | $15M | 94k | 159.49 |
| 2023-06-30 | $16M | 94k | 165.40 |
| 2023-03-31 | $14M | 89k | 158.76 |
| 2022-12-31 | $14M | 86k | 158.80 |
| 2022-09-30 | $13M | 89k | 143.40 |
| 2022-06-30 | $13M | 85k | 149.81 |
| 2022-03-31 | $15M | 84k | 175.93 |
| 2021-12-31 | $7.6M | 59k | 128.73 |
| 2021-09-30 | $13M | 78k | 169.27 |
| 2021-06-30 | $12M | 71k | 173.66 |
| 2021-03-31 | $12M | 73k | 165.60 |
| 2020-12-31 | $11M | 76k | 142.21 |
| 2020-09-30 | $9.1M | 83k | 110.63 |
| 2020-06-30 | $8.8M | 83k | 106.92 |
| 2020-03-31 | $7.9M | 89k | 88.80 |
| 2019-12-31 | $8.9M | 65k | 137.07 |
| 2019-09-30 | $8.2M | 64k | 128.84 |
| 2019-06-30 | $7.8M | 60k | 130.54 |
| 2019-03-31 | $7.6M | 59k | 128.73 |
| 2018-12-31 | $6.9M | 60k | 114.06 |