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Vanguard Small-Cap Value ETF shares owned by Capstone Financial Group

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

Historical chart of Capstone Financial Group 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 Capstone Financial Group 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 Capstone Financial Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $242k 2.1k 115.84
2020-06-30 $257k 2.5k 104.68
2020-03-31 $251k 2.8k 88.72
2019-12-31 $433k 3.2k 136.98

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View all positions for Capstone Financial Group

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant
HighTower Advisors

View all funds holding Vanguard Small-Cap Value ETF