VBR β€” VANGUARD SMALL CAP VALUEETF

Ownership history in Main Street Group, LTD  Β·  8 quarters on record

AI Ownership Summary

Main Street Group, LTD reported VANGUARD SMALL CAP VALUEETF (VBR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows VBR at 0.00% 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.

What this VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Main Street Group, LTD's position in VANGUARD SMALL CAP VALUEETF, 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 Q3

VBR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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 Q3

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 Main Street Group, LTD held VBR β€” position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 74 β€” 0% 0.00% $15K 2025-11-07 $204.69
2025 Q2 REDUCED 74 -12 -14.0% 0.00% $14K 2025-07-15 $194.53
2025 Q1 UNCHANGED 86 β€” 0% 0.01% $16K 2025-05-14 $187.89
2024 Q4 UNCHANGED 86 β€” 0% 0.01% $17K 2025-02-14 $198.19
2024 Q3 REDUCED 86 -61 -41.5% 0.01% $17K 2024-11-13 $203.80
2024 Q2 REDUCED 147 -12 -7.5% 0.01% $27K 2024-08-06 $178.05
2024 Q1 UNCHANGED 159 β€” 0% 0.01% $30K 2024-05-15 $183.30
2023 Q4 INITIATED 159 β€” β€” 0.01% $29K 2024-02-15 $173.23

FAQ About Main Street Group, LTD and VBR

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

How long has Main Street Group, LTD reported owning VBR?

Main Street Group, LTD reported VBR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VBR position in Main Street Group, LTD's portfolio?

The largest reported portfolio weight for VBR was 0.01% in 2024 Q1.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2025 Q3, when Main Street Group, LTD reported 74 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this VBR ownership page compare?

The chart compares Main Street Group, LTD'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.

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