VANGUARD INDEX FDS

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

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 8,630 Value ($000) $1,828 Avg Close Range
Q3 2025
Shares 8,797 Value ($000) $1,844 Avg Close Range
Q2 2025
Shares 8,896 Value ($000) $1,735 Avg Close Range
Q1 2025
Shares 9,814 Value ($000) $1,828 Avg Close Range
Q4 2024
Shares 10,797 Value ($000) $2,140 Avg Close Range
Q3 2024
Shares 11,547 Value ($000) $2,318 Avg Close Range
Q2 2024
Shares 12,180 Value ($000) $2,223 Avg Close Range
Q1 2024
Shares 12,475 Value ($000) $2,394 Avg Close Range
Q4 2023
Shares 12,184 Value ($000) $2,193 Avg Close Range
Q3 2023
Shares 10,774 Value ($000) $1,718 Avg Close Range
Q2 2023
Shares 10,028 Value ($000) $1,659 Avg Close Range
Q1 2023
Shares 5,678 Value ($000) $901 Avg Close Range
Q4 2022
Shares 3,703 Value ($000) $588 Avg Close Range