Who owns Vanguard Small-Cap Value ETF?
- Ticker: VBR
- CUSIP Number: 922908611
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Small-Cap Value ETF with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Small-Cap Value ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 18M | $3.7B | 10% | Sep 2024 |
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Morgan Stanley | 3.9M | $708M | -7% | Jun 2024 |
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Assetmark | 3.8M | $767M | 4% | Sep 2024 |
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Jones Financial Companies, L.L | 2.4M | $478M | -22% | Sep 2024 |
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Envestnet Asset Management | 1.9M | $386M | -12% | Sep 2024 |
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Wells Fargo & Company | 1.6M | $323M | 3% | Sep 2024 |
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Captrust Financial Advisors | 1.5M | $311M | 656% | Sep 2024 |
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Axiom Advisory | 1.5M | $279M | 8% | Sep 2024 |
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Goldman Sachs Group | 1.4M | $264M | -2% | Jun 2024 |
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Sei Investments | 1.3M | $259M | 2% | Sep 2024 |
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LPL Financial | 1.2M | $247M | 7% | Sep 2024 |
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Essex Financial Services | 1.2M | $5.7M | 0% | Sep 2024 |
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Mather Group | 1.1M | $213M | -27% | Sep 2024 |
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Aspiriant | 861k | $173M | 5% | Sep 2024 |
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Rsm Us Wealth Management | 848k | $169M | 0% | Sep 2024 |
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Pnc Financial Services | 792k | $159M | 0% | Sep 2024 |
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Hanson McClain Advisors | 710k | $143M | 2% | Sep 2024 |
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Advisor Group Holdings | 698k | $140M | -3% | Sep 2024 |
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HighTower Advisors | 693k | $127M | -7% | Jun 2024 |
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Tiaa Trust, National Association | 683k | $125M | 0% | Jun 2024 |
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Commonwealth Equity Services | 640k | $128M | 3% | Sep 2024 |
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Cetera Investment Advisers | 606k | $111M | 1% | Jun 2024 |
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Jpmorgan Chase & Co | 588k | $118M | 8% | Sep 2024 |
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Efficient Advisors | 580k | $117M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 526k | $106M | 3% | Sep 2024 |
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Colony | 513k | $103M | 1% | Sep 2024 |
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Mill Creek Capital Advisors | 483k | $97M | 1% | Sep 2024 |
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Royal Bank of Canada | 467k | $94M | -1% | Sep 2024 |
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United Capital Financial Advisers | 432k | $87M | 1% | Sep 2024 |
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Savant Capital Management | 405k | $81M | 29% | Sep 2024 |
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Rockefeller Capital Management | 403k | $74M | -1% | Jun 2024 |
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Mariner Wealth Advisors | 387k | $78M | 3% | Sep 2024 |
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Retirement Systems of Alabama | 383k | $70M | 0% | Jun 2024 |
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Stephens Group Asset Management | 382k | $77M | 1% | Sep 2024 |
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Raymond James & Associates | 377k | $76M | -3% | Sep 2024 |
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Adviser Investments | 377k | $76M | 1% | Sep 2024 |
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Moneta Group Investment Advisors | 371k | $74M | 7% | Sep 2024 |
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Comprehensive Financial Management | 324k | $60M | -14% | Jun 2024 |
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Wealth Enhancement Advisory Services | 324k | $59M | 2% | Jun 2024 |
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Modera Wealth Management | 316k | $63M | 0% | Sep 2024 |
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Retirement Investment Advisors | 313k | $57M | 100% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 312k | $63M | -4% | Sep 2024 |
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Park Avenue Securities | 308k | $62M | 8% | Sep 2024 |
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Goodman & Company, Investment Counsel | 302k | $61M | -3% | Sep 2024 |
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Rodgers & Associates | 299k | $60M | 0% | Sep 2024 |
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Stifel Financial | 298k | $54M | -5% | Jun 2024 |
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Charles Schwab Investment Management | 296k | $59M | -5% | Sep 2024 |
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Kuehl Shepherd Kozlowski & Associates | 293k | $58M | 0% | Sep 2024 |
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Mokosak Advisory Group | 289k | $58M | 5% | Sep 2024 |
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JMG Financial Group | 284k | $57M | -1% | Sep 2024 |
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Mason Investment Advisory Services | 282k | $57M | -1% | Sep 2024 |
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Burns Wealth Management | 278k | $56M | -8% | Sep 2024 |
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Bragg Financial Advisors | 269k | $49M | 3% | Jun 2024 |
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HPM Partners | 259k | $52M | -1% | Sep 2024 |
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Creative Planning | 251k | $50M | 3% | Sep 2024 |
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Center for Financial Planning | 248k | $50M | 1% | Sep 2024 |
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Zhang Financial | 243k | $49M | 0% | Sep 2024 |
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Bailard | 242k | $49M | 6% | Sep 2024 |
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Thompson, Siegel, & Walmsley | 236k | $48M | 1% | Sep 2024 |
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Stephens | 234k | $47M | -1% | Sep 2024 |
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Mml Investors Services | 231k | $46M | -1% | Sep 2024 |
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Integrys Wealth Advisors | 224k | $45M | 2% | Sep 2024 |
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Foster Group | 222k | $45M | -3% | Sep 2024 |
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Abacus Planning Group | 217k | $44M | 11% | Sep 2024 |
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Merriman Wealth Management | 213k | $43M | -3% | Sep 2024 |
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Branch Banking & Trust Company | 209k | $38M | -1% | Jun 2024 |
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Lincoln National | 207k | $42M | 3% | Sep 2024 |
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Buckingham Asset Management | 207k | $38M | -3% | Jun 2024 |
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Equitable Holdings | 206k | $38M | -15% | Jun 2024 |
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Cambridge Investment Research Advisors | 192k | $39M | 4% | Sep 2024 |
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Summit Financial | 182k | $37M | -6% | Sep 2024 |
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Shepherd Financial Partners | 182k | $37M | -4% | Sep 2024 |
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25 | 177k | $36M | 1% | Sep 2024 |
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CI Private Wealth | 177k | $36M | 4% | Sep 2024 |
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Waldron | 172k | $35M | -5% | Sep 2024 |
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Mercer Global Advisors | 161k | $21M | 44% | Jun 2024 |
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Strategies Wealth Advisors | 157k | $32M | 0% | Sep 2024 |
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Goss Wealth Management | 157k | $29M | 7% | Jun 2024 |
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Sontag Advisory | 153k | $31M | 27% | Sep 2024 |
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Asset Managment | 146k | $29M | 2% | Sep 2024 |
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Kaydan Wealth Management | 145k | $29M | 292% | Sep 2024 |
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Coastline Trust | 141k | $28M | 1% | Sep 2024 |
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Us Bancorp | 138k | $28M | 2% | Sep 2024 |
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Marotta Asset Management | 137k | $28M | 1% | Sep 2024 |
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Wealth Architects | 132k | $27M | 0% | Sep 2024 |
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Northwest Quadrant Wealth Management | 130k | $26M | 1% | Sep 2024 |
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Brian McDonald | 129k | $26M | -4% | Sep 2024 |
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BHK Investment Advisors | 129k | $26M | -1% | Sep 2024 |
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Sanctuary Advisors | 128k | $23M | 100% | Jun 2024 |
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McAdam | 122k | $25M | 0% | Sep 2024 |
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Opal Wealth Advisors | 121k | $24M | 8% | Sep 2024 |
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Sepio Capital | 120k | $22M | 4% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 119k | $24M | 2% | Sep 2024 |
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Safeguard Financial | 118k | $24M | 9% | Sep 2024 |
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Brickley Wealth Management | 118k | $24M | 0% | Sep 2024 |
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Pasadena Private Wealth | 118k | $24M | -1% | Sep 2024 |
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Private Advisor | 117k | $24M | -4% | Sep 2024 |
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University of Maryland Foundation | 114k | $23M | 0% | Sep 2024 |
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Fifth Third Bancorp | 113k | $23M | -3% | Sep 2024 |
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Atria Investments | 111k | $22M | -37% | Sep 2024 |
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Kestra Advisory Services | 111k | $22M | -11% | Sep 2024 |
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ARS Wealth Advisors Group | 106k | $21M | 3% | Sep 2024 |
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Studio Investment Management | 104k | $21M | -2% | Sep 2024 |
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Shakespeare Wealth Management | 104k | $21M | 20% | Sep 2024 |
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Grey Fox Wealth Advisors | 103k | $21M | 22% | Sep 2024 |
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Buckingham Strategic Partners | 102k | $21M | 41% | Sep 2024 |
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Gallagher Fiduciary Advisors | 102k | $20M | -37% | Sep 2024 |
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Total Wealth Planning | 98k | $20M | 2% | Sep 2024 |
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Retirement Financial Solutions | 98k | $20M | 2% | Sep 2024 |
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Beacon Pointe Advisors | 96k | $19M | -3% | Sep 2024 |
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PDS Planning | 96k | $19M | -73% | Sep 2024 |
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Symmetry Partner | 96k | $19M | -81% | Sep 2024 |
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Natixis Asset Management Advisors | 95k | $19M | -26% | Sep 2024 |
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Efficient Wealth Management | 90k | $18M | -1% | Sep 2024 |
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TrueWealth Financial Partners | 89k | $16M | 7% | Jun 2024 |
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Aaron Wealth Advisors | 88k | $18M | 14% | Sep 2024 |
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Kestra Investment Management | 86k | $17M | 3% | Sep 2024 |
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Glenmede Trust Company | 85k | $17M | -6% | Sep 2024 |
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Bbjs Financial Advisors | 83k | $17M | 0% | Sep 2024 |
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Silver Coast Investments | 82k | $16M | 2% | Sep 2024 |
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Apella Capital | 80k | $16M | -3% | Sep 2024 |
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New England Capital Financial Advisors | 80k | $16M | 0% | Sep 2024 |
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Capital Advantage | 80k | $16M | -3% | Sep 2024 |
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Plante Moran Financial Advisors | 80k | $16M | -4% | Sep 2024 |
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Johnson Investment Counsel | 79k | $16M | 2% | Sep 2024 |
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Arden Trust | 76k | $14M | -1% | Jun 2024 |
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Bartlett & Co. Wealth Management | 76k | $15M | -1% | Sep 2024 |
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Janney Montgomery Scott | 76k | $15M | -19% | Sep 2024 |
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LMG Wealth Partners | 76k | $15M | -1% | Sep 2024 |
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Whitaker-Myers Wealth Managers | 74k | $15M | 5% | Sep 2024 |
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Quest Investment Management | 74k | $15M | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 74k | $15M | -27% | Sep 2024 |
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Benjamin Edwards | 74k | $15M | 10310% | Sep 2024 |
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Family CFO | 73k | $15M | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 71k | $12M | -5% | Jun 2024 |
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Private Portfolio Partners | 71k | $14M | 100% | Sep 2024 |
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Phillips Financial Management | 71k | $14M | -5% | Sep 2024 |
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Advisory Services Network | 71k | $0 | 0% | Sep 2024 |
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Edmonds Duncan Registered Investment Advisors | 70k | $14M | 6% | Sep 2024 |
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H D Vest Advisory Services | 70k | $13M | 9% | Jun 2024 |
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Checchi Capital Advisers | 70k | $14M | 1% | Sep 2024 |
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Arvest Investments | 70k | $14M | -3% | Sep 2024 |
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Bank of New York Mellon | 69k | $14M | -1% | Sep 2024 |
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Capital Wealth Management | 69k | $14M | 1% | Sep 2024 |
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D.A. Davidson & Co. | 69k | $13M | 0% | Jun 2024 |
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Traveka Wealth | 69k | $14M | 11% | Sep 2024 |
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Jacobsen Capital Management | 69k | $14M | -1% | Sep 2024 |
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Pathstone Holdings | 68k | $14M | -1% | Sep 2024 |
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Brooklyn FI | 68k | $14M | 0% | Sep 2024 |
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Peapack Gladstone Financial Corp | 65k | $12M | -4% | Jun 2024 |
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Ancora Advisors | 61k | $12M | -23% | Sep 2024 |
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Thrivent Financial for Lutherans | 59k | $12M | -27% | Sep 2024 |
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Susquehanna International | 56k | $11M | -39% | Sep 2024 |
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Strategic Financial Concepts | 4.9k | $975k | -98% | Sep 2024 |
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Who sold out of Vanguard Small-Cap Value ETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
State of Wisconsin - Board of Commissioners of Public Lands | Jun 2024 | 69k | $13M |