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Vanguard Small-Cap Value ETF shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $886k 4.1k 217.25

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
LPL Financial
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Raymond James Financial
Colony
Pnc Financial Services

View all funds holding Vanguard Small-Cap Value ETF