Vanguard Small-Cap Value ETF shares owned by Lion Street Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 11k | 176.97 |
| 2025-06-30 | $625k | 3.2k | 195.01 |
| 2025-03-31 | $731k | 3.9k | 186.29 |
| 2024-12-31 | $818k | 4.1k | 198.18 |
| 2024-09-30 | $882k | 4.4k | 200.78 |
| 2024-06-30 | $1.2M | 6.7k | 182.52 |
| 2024-03-31 | $1.2M | 6.9k | 179.97 |
| 2023-12-31 | $1.2M | 6.9k | 179.97 |
| 2023-09-30 | $1.1M | 6.8k | 159.49 |
| 2023-06-30 | $2.0M | 11k | 176.97 |
| 2023-03-31 | $1.1M | 6.8k | 158.76 |