Vanguard Small-Cap Value ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 3.6k | 208.69 |
| 2025-06-30 | $763k | 3.9k | 194.99 |
| 2025-03-31 | $917k | 4.9k | 186.29 |
| 2024-12-31 | $1.1M | 5.4k | 198.17 |
| 2024-09-30 | $1.1M | 5.5k | 202.37 |
| 2024-06-30 | $958k | 4.9k | 196.23 |
| 2024-03-31 | $872k | 4.9k | 178.64 |
| 2023-12-31 | $868k | 4.9k | 177.59 |
| 2023-09-30 | $769k | 4.9k | 157.35 |
| 2023-06-30 | $814k | 4.9k | 166.39 |
| 2023-03-31 | $774k | 4.9k | 158.72 |
| 2022-12-31 | $819k | 4.9k | 168.16 |
| 2022-09-30 | $777k | 5.1k | 152.74 |
| 2022-06-30 | $837k | 5.1k | 164.50 |
| 2022-03-31 | $900k | 5.2k | 172.48 |
| 2021-12-31 | $939k | 5.2k | 179.95 |
| 2021-09-30 | $944k | 5.4k | 176.35 |
| 2021-06-30 | $898k | 5.4k | 167.79 |
| 2021-03-31 | $907k | 5.4k | 168.27 |
| 2020-12-31 | $847k | 5.5k | 155.38 |
| 2020-09-30 | $741k | 6.3k | 116.82 |
| 2020-06-30 | $746k | 6.3k | 117.61 |
| 2020-03-31 | $595k | 6.5k | 91.05 |
| 2019-12-31 | $1.1M | 8.0k | 136.81 |
| 2019-09-30 | $1.2M | 9.0k | 134.48 |