Corrigan Financial, Inc. VBR VANGUARD SMALL CAP VALUE ETF

Ownership history in Corrigan Financial, Inc.  ·  8 quarters on record

AI Ownership Summary

Corrigan Financial, Inc. reported VANGUARD SMALL CAP VALUE ETF (VBR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.75% in 2023 Q4. The latest visible filing shows VBR at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corrigan Financial, Inc.'s position in VANGUARD SMALL CAP VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

VBR was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Corrigan Financial, Inc. held VBR — position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 13,019 -97 -0.7% 0.50% $2.4M 2025-05-15 (Est.) $189.05
2024 Q4 ADDED 13,116 +37 +0.3% 0.60% $2.6M 2025-01-13 $191.79
2024 Q3 REDUCED 13,079 -296 -2.2% 0.60% $2.6M 2024-10-04 $193.30
2024 Q2 UNCHANGED 13,375 0% 0.65% $2.6M 2024-07-12 $182.50
2024 Q1 REDUCED 13,375 -359 -2.6% 0.65% $2.6M 2024-04-22 $173.51
2023 Q4 ADDED 13,734 +9 +0.1% 0.75% $2.5M 2024-01-23 $168.68
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Corrigan Financial, Inc. and VBR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corrigan Financial, Inc. reported owning VBR?

Corrigan Financial, Inc. reported VBR across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported VBR position in Corrigan Financial, Inc.'s portfolio?

The largest reported portfolio weight for VBR was 0.75% in 2023 Q4.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2025 Q1, when Corrigan Financial, Inc. reported 13,019 shares, equal to 0.50% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VBR ownership page compare?

The chart compares Corrigan Financial, Inc.'s quarterly VBR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Corrigan Financial, Inc. time their VBR position?

Based on 13F filing dates vs. subsequent VBR price moves, Corrigan Financial, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VBR relative to SPY over the holding period was -7.3%.

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