VANGUARD INDEX FDS

Ticker: VBR CUSIP: 922908611 Class: SM CP VAL ETF

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,154 Value ($000) $3,210 Avg Close Range
Q3 2025
Shares 17,802 Value ($000) $3,716 Avg Close Range
Q2 2025
Shares 17,859 Value ($000) $3,483 Avg Close Range
Q1 2025
Shares 17,970 Value ($000) $3,348 Avg Close Range
Q4 2024
Shares 18,040 Value ($000) $3,575 Avg Close Range
Q3 2024
Shares 18,811 Value ($000) $3,777 Avg Close Range
Q2 2024
Shares 20,645 Value ($000) $3,768 Avg Close Range
Q1 2024
Shares 23,395 Value ($000) $4,489 Avg Close Range
Q4 2023
Shares 25,350 Value ($000) $4,562 Avg Close Range
Q3 2023
Shares 22,709 Value ($000) $3,622 Avg Close Range
Q2 2023
Shares 22,111 Value ($000) $3,657 Avg Close Range
Q1 2023
Shares 22,099 Value ($000) $3,508 Avg Close Range
Q4 2022
Shares 22,629 Value ($000) $3,594 Avg Close Range
Q3 2022
Shares 26,020 Value ($000) $3,731 Avg Close Range
Q2 2022
Shares 25,977 Value ($000) $3,892 Avg Close Range
Q1 2022
Shares 5,676 Value ($000) $999 Avg Close Range
Q4 2021
Shares 2,245 Value ($000) $402 Avg Close Range
Q3 2021
Shares 2,245 Value ($000) $380 Avg Close Range
Q2 2021
Shares 2,245 Value ($000) $390 Avg Close Range
Q1 2021
Shares 2,245 Value ($000) $372 Avg Close Range
Q4 2020
Shares 2,245 Value ($000) $319 Avg Close Range
Q3 2018
Shares 396 Value ($000) $55 Avg Close Range
Q1 2018
Shares 396 Value ($000) $51 Avg Close Range
Q3 2017
Shares 7,479 Value ($000) $956 Avg Close Range
Q2 2017
Shares 7,379 Value ($000) $907 Avg Close Range
Q1 2017
Shares 7,379 Value ($000) $907 Avg Close Range