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Vanguard Small-Cap Value ETF shares owned by Aurelius Family Office

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Aurelius Family Office from 13F filings

Historical chart of Aurelius Family Office 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 Aurelius Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Aurelius Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 34k 208.71
2025-06-30 $6.8M 35k 195.01
2025-03-31 $6.6M 35k 186.29
2024-12-31 $7.2M 36k 198.18

More positions owned by Aurelius Family Office

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Aurelius Family Office

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Morgan Stanley
Betterment
Wells Fargo & Company
Envestnet Asset Management
Aspiriant
Sei Investments
UBS Group
LPL Financial
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Jones Financial Companies, L.L
Advisor Group Holdings
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF