Vanguard Small-Cap Value ETF shares owned by OLIO Financial Planning
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by OLIO Financial Planning
from 13F filings
Historical chart of OLIO Financial Planning investment in Vanguard Small-Cap Value ETF
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All positions including Vanguard Small-Cap Value ETF held by OLIO Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by OLIO Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.3M | 40k | 181.94 |
| 2023-12-31 | $7.3M | 40k | 181.94 |
| 2023-09-30 | $6.4M | 40k | 159.49 |
| 2023-06-30 | $6.6M | 40k | 165.40 |
| 2023-03-31 | $6.3M | 40k | 158.76 |
| 2022-12-31 | $5.9M | 37k | 158.63 |
| 2022-09-30 | $4.7M | 33k | 143.40 |
| 2022-06-30 | $4.6M | 31k | 149.82 |
| 2022-03-31 | $4.6M | 26k | 175.94 |
| 2021-12-31 | $4.1M | 23k | 178.87 |