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Vanguard Small-Cap Value ETF shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle 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 RoundAngle 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 RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 10k 208.70
2025-06-30 $2.0M 10k 195.00
2025-03-31 $1.9M 10k 186.28
2024-12-31 $2.1M 11k 198.17

More positions owned by RoundAngle Advisors

Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wal-Mart Stores (WMT)

View all positions for RoundAngle Advisors

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