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Vanguard Small-Cap Value ETF shares owned by Stonegate Management

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

Historical chart of Stonegate 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 Stonegate 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 Stonegate Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 209.64

More positions owned by Stonegate Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Aer Def Etf (ITA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard World Utilities Etf (VPU)
Kkr & Co (KKR)
Abbvie (ABBV)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
NVIDIA Corporation (NVDA)
Apollo Global Mgmt (APO)
Bank7 Corp (BSVN)

View all positions for Stonegate 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