Vanguard Small-Cap Value ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $872k | 4.8k | 179.98 |
| 2023-09-30 | $716k | 4.5k | 159.50 |
| 2023-06-30 | $748k | 4.5k | 165.41 |
| 2023-03-31 | $707k | 4.5k | 158.78 |
| 2022-12-31 | $962k | 6.1k | 158.81 |
| 2022-09-30 | $883k | 6.2k | 143.41 |
| 2022-06-30 | $896k | 6.0k | 149.78 |
| 2022-03-31 | $1.1M | 6.1k | 175.92 |
| 2021-12-31 | $1.1M | 6.0k | 178.91 |
| 2021-09-30 | $1.1M | 6.5k | 169.26 |
| 2021-06-30 | $1.1M | 6.1k | 173.59 |
| 2021-03-31 | $1.0M | 6.1k | 165.58 |
| 2020-12-31 | $972k | 6.8k | 142.15 |
| 2020-09-30 | $773k | 7.0k | 110.63 |
| 2020-06-30 | $753k | 7.0k | 106.99 |
| 2020-03-31 | $844k | 9.5k | 88.80 |
| 2019-12-31 | $1.6M | 12k | 137.11 |
| 2019-09-30 | $1.6M | 12k | 131.84 |
| 2019-06-30 | $1.6M | 12k | 129.93 |
| 2019-03-31 | $1.7M | 13k | 133.12 |
| 2018-12-31 | $1.7M | 15k | 114.07 |
More positions owned by Waller Financial Planning Group
View all positions for Waller Financial Planning Group