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Vanguard Small-Cap Value ETF shares owned by Capital Squared Financial

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Capital Squared Financial from 13F filings

Historical chart of Capital Squared Financial 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 Capital Squared Financial 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 5.5k 211.77
2025-09-30 $932k 4.5k 208.70
2025-06-30 $296k 1.5k 194.95

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Capital Squared Financial

Top funds holding Vanguard Small-Cap Value ETF

Assetmark
Betterment
Wells Fargo & Company
Aspiriant
Sei Investments
LPL Financial
UBS Group
Envestnet Asset Management
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Jones Financial Companies, L.L
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Vanguard Small-Cap Value ETF