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Vanguard Small-Cap Value ETF shares owned by NorthStar Asset Management

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

Historical chart of NorthStar Asset Management 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 NorthStar Asset Management 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 NorthStar Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $482k 2.3k 208.75
2025-06-30 $452k 2.3k 194.98
2025-03-31 $398k 2.1k 186.29
2024-12-31 $493k 2.5k 198.22
2024-09-30 $475k 2.4k 200.78
2024-06-30 $430k 2.4k 182.53
2024-03-31 $425k 2.2k 191.89
2023-12-31 $420k 2.3k 180.01

More positions owned by NorthStar Asset Management

Ishares Tr Core S&p Us Gwt (IUSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)

View all positions for NorthStar Asset Management

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