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Vanguard Small-Cap Value ETF shares owned by ICONIQ Capital

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

Historical chart of ICONIQ Capital 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 ICONIQ Capital 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 ICONIQ Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 1.4k 200.78
2021-03-31 $219k 1.3k 165.53

More positions owned by ICONIQ Capital

Procore Technologies (PCOR)
Blue Owl Capital Com Cl A (OWL)
Datadog Cl A Com (DDOG)
Gitlab Cl A Com (GTLB)
Ishares Tr Msci Acwi Etf (ACWI)
Shopify Cl A (SHOP)
Enfusion Cl A (ENFN)
Blackline (BL)
Braze Com Cl A (BRZE)
Broadcom (AVGO)
Asml Holding N V N Y Registry Shs (ASML)
Neumora Therapeutics (NMRA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Fds Consum Stp Etf (VDC)

View all positions for ICONIQ Capital

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
Axiom Advisory
Goldman Sachs Group
Sei Investments
LPL Financial
Essex Financial Services
Mather Group
Aspiriant
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Value ETF