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
Download as csv
Download as Excel
Top investors of Vanguard Small-Cap Value ETF stock
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 | 11M | $1.9B | -7% | Dec 2023 |
|
| Betterment | 8.1M | $1.5B | 1% | Dec 2023 |
|
| Assetmark | 3.3M | $597M | 5% | Dec 2023 |
|
| Goldman Sachs Group | 2.0M | $362M | 82% | Dec 2023 |
|
| Wells Fargo & Company | 1.5M | $276M | -1% | Dec 2023 |
|
| UBS Group | 1.5M | $268M | -7% | Dec 2023 |
|
| Mather Group | 1.4M | $259M | 0% | Mar 2024 |
|
| Pnc Financial Services | 1.0M | $184M | -20% | Dec 2023 |
|
| Rsm Us Wealth Management | 943k | $170M | 0% | Dec 2023 |
|
| Advisor Group Holdings | 936k | $169M | -30% | Dec 2023 |
|
| HighTower Advisors | 769k | $138M | -8% | Dec 2023 |
|
| Aspiriant | 753k | $145M | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 686k | $132M | 1% | Mar 2024 |
|
| Tiaa Trust, National Association | 651k | $117M | 8% | Dec 2023 |
|
| Efficient Advisors | 603k | $108M | -5% | Dec 2023 |
|
| Commonwealth Equity Services | 600k | $108M | 0% | Dec 2023 |
|
| Jpmorgan Chase & Co | 554k | $100M | 78% | Dec 2023 |
|
| Royal Bank of Canada | 530k | $96M | -3% | Dec 2023 |
|
| Bank Of Montreal | 506k | $92M | -2% | Dec 2023 |
|
| Captrust Financial Advisors | 504k | $91M | 150% | Dec 2023 |
|
| Symmetry Partner | 495k | $89M | 1% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 475k | $91M | 0% | Mar 2024 |
|
| United Capital Financial Advisers | 461k | $83M | -42% | Dec 2023 |
|
| Savant Capital Management | 436k | $79M | -1% | Dec 2023 |
|
| Rockefeller Capital Management | 412k | $74M | 3% | Dec 2023 |
|
| Foster Group | 396k | $76M | -3% | Mar 2024 |
|
| Retirement Systems of Alabama | 383k | $69M | 0% | Dec 2023 |
|
| Comprehensive Financial Management | 377k | $68M | 0% | Dec 2023 |
|
| Stephens Group Asset Management | 373k | $72M | 0% | Mar 2024 |
|
| Raymond James & Associates | 371k | $71M | -11% | Mar 2024 |
|
| Mariner Wealth Advisors | 368k | $66M | -2% | Dec 2023 |
|
| Adviser Investments | 360k | $65M | 3% | Dec 2023 |
|
| PDS Planning | 356k | $64M | 3% | Dec 2023 |
|
| Charles Schwab Investment Management | 341k | $61M | -7% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 319k | $61M | 1% | Mar 2024 |
|
| Stifel Financial | 299k | $54M | 5% | Dec 2023 |
|
| Rodgers & Associates | 296k | $53M | 4% | Dec 2023 |
|
| Kuehl Shepherd Kozlowski & Associates | 291k | $52M | -4% | Dec 2023 |
|
| JMG Financial Group | 287k | $52M | 55% | Dec 2023 |
|
| Modera Wealth Management | 280k | $50M | 1% | Dec 2023 |
|
| Retirement Investment Advisors | 272k | $49M | -38% | Dec 2023 |
|
| Mokosak Advisory Group | 264k | $48M | 2% | Dec 2023 |
|
| Park Avenue Securities | 264k | $51M | 4% | Mar 2024 |
|
| Lincoln National | 261k | $47M | 4% | Dec 2023 |
|
| Moneta Group Investment Advisors | 253k | $46M | 19% | Dec 2023 |
|
| Center for Financial Planning | 244k | $47M | 3% | Mar 2024 |
|
| Creative Planning | 242k | $44M | 0% | Dec 2023 |
|
| Zhang Financial | 242k | $46M | -2% | Mar 2024 |
|
| Colony | 240k | $43M | 100% | Dec 2023 |
|
| HPM Partners | 232k | $42M | 76% | Dec 2023 |
|
| Bailard | 228k | $41M | 3% | Dec 2023 |
|
| Global Assets Advisory | 227k | $1.2M | 100% | Mar 2024 |
|
| Thompson, Siegel, & Walmsley | 226k | $41M | 0% | Dec 2023 |
|
| Branch Banking & Trust Company | 218k | $39M | 0% | Dec 2023 |
|
| Buckingham Asset Management | 214k | $39M | 1% | Dec 2023 |
|
| Integrys Wealth Advisors | 214k | $41M | 2% | Mar 2024 |
|
| Atria Investments | 204k | $37M | 584% | Dec 2023 |
|
| Waldron | 201k | $36M | 6% | Dec 2023 |
|
| Abacus Planning Group | 201k | $39M | 3% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 196k | $38M | -16% | Mar 2024 |
|
| Summit Financial | 192k | $37M | -1% | Mar 2024 |
|
| Gallagher Fiduciary Advisors | 191k | $34M | -3% | Dec 2023 |
|
| Shepherd Financial Partners | 188k | $36M | 10% | Mar 2024 |
|
| 25 | 175k | $34M | -1% | Mar 2024 |
|
| CI Private Wealth | 170k | $31M | 31% | Dec 2023 |
|
| Strategies Wealth Advisors | 161k | $31M | 8% | Mar 2024 |
|
| Mercer Global Advisors | 160k | $29M | -1% | Dec 2023 |
|
| Coastline Trust | 146k | $26M | 4% | Dec 2023 |
|
| Us Bancorp | 145k | $26M | -12% | Dec 2023 |
|
| Mbb Public Markets I | 137k | $25M | -27% | Dec 2023 |
|
| Baird Financial | 135k | $24M | 4% | Dec 2023 |
|
| Wealth Architects | 135k | $24M | -1% | Dec 2023 |
|
| Marotta Asset Management | 134k | $24M | 0% | Dec 2023 |
|
| Northwest Quadrant Wealth Management | 129k | $25M | 1% | Mar 2024 |
|
| AE Wealth Management | 126k | $23M | 4% | Dec 2023 |
|
| Studio Investment Management | 120k | $22M | -1% | Dec 2023 |
|
| Lee Munder Capital Group | 119k | $22M | 145% | Dec 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 118k | $21M | -4% | Dec 2023 |
|
| Brickley Wealth Management | 117k | $23M | 0% | Mar 2024 |
|
| Pasadena Private Wealth | 117k | $22M | 1% | Mar 2024 |
|
| Fifth Third Bancorp | 115k | $22M | -10% | Mar 2024 |
|
| University of Maryland Foundation | 114k | $22k | 0% | Mar 2024 |
|
| Sepio Capital | 112k | $20M | -9% | Dec 2023 |
|
| Beacon Pointe Advisors | 110k | $20M | 35% | Dec 2023 |
|
| McAdam | 110k | $21M | 12% | Mar 2024 |
|
| Private Advisor | 105k | $19M | -29% | Dec 2023 |
|
| Opal Wealth Advisors | 104k | $20M | 6% | Mar 2024 |
|
| Sontag Advisory | 103k | $19M | 97% | Dec 2023 |
|
| Pathstone Holdings | 102k | $18M | 100% | Dec 2023 |
|
| BHK Investment Advisors | 101k | $18M | -24% | Dec 2023 |
|
| Kestra Advisory Services | 100k | $18M | 6% | Dec 2023 |
|
| ARS Wealth Advisors Group | 97k | $18M | 20% | Dec 2023 |
|
| Safeguard Financial | 96k | $18M | 14% | Mar 2024 |
|
| Total Wealth Planning | 95k | $18M | -1% | Mar 2024 |
|
| Efficient Wealth Management | 94k | $17M | -1% | Dec 2023 |
|
| Plante Moran Financial Advisors | 93k | $17M | 308% | Dec 2023 |
|
| Apollon Wealth Management | 92k | $17M | 48% | Dec 2023 |
|
| LMG Wealth Partners | 90k | $16M | -3% | Dec 2023 |
|
| Apella Capital | 90k | $17M | -10% | Mar 2024 |
|
| Janney Montgomery Scott | 87k | $16M | 5% | Dec 2023 |
|
| Brooklyn FI | 86k | $17M | 17% | Mar 2024 |
|
| TrueWealth Financial Partners | 82k | $15M | 2% | Dec 2023 |
|
| Buckingham Strategic Partners | 81k | $15M | -2% | Dec 2023 |
|
| Natixis Asset Management Advisors | 80k | $16M | -17% | Mar 2024 |
|
| Grey Fox Wealth Advisors | 79k | $15M | 12% | Mar 2024 |
|
| New England Capital Financial Advisors | 79k | $14M | 2% | Dec 2023 |
|
| Atria Wealth Solutions | 78k | $14M | 7% | Dec 2023 |
|
| Bbjs Financial Advisors | 78k | $14M | 4% | Dec 2023 |
|
| Retirement Financial Solutions | 77k | $14M | 9% | Dec 2023 |
|
| Bartlett & Co. | 77k | $14M | -2% | Dec 2023 |
|
| Bartlett & Co. Wealth Management | 77k | $14M | -2% | Dec 2023 |
|
| Baldwin Brothers | 77k | $15M | -2% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 77k | $14M | -4% | Dec 2023 |
|
| Ancora Advisors | 77k | $14M | -4% | Dec 2023 |
|
| Arden Trust | 76k | $15M | 0% | Mar 2024 |
|
| Kohmann Bosshard Financial Services | 76k | $15M | -8% | Mar 2024 |
|
| Aaron Wealth Advisors | 75k | $15M | 2% | Mar 2024 |
|
| Phillips Financial Management | 75k | $14M | -4% | Mar 2024 |
|
| Arvest Investments | 74k | $14M | -4% | Mar 2024 |
|
| Silver Coast Investments | 74k | $13M | 100% | Dec 2023 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 73k | $13M | -25% | Dec 2023 |
|
| Family CFO | 73k | $14M | 0% | Mar 2024 |
|
| Johnson Investment Counsel | 72k | $13M | 14% | Dec 2023 |
|
| Jacobsen Capital Management | 71k | $14M | -33% | Mar 2024 |
|
| Prosperity Planning | 71k | $14M | 5% | Mar 2024 |
|
| Checchi Capital Advisers | 69k | $13M | -33% | Mar 2024 |
|
| Capital Advantage | 69k | $12M | -2% | Dec 2023 |
|
| State of Wisconsin - Board of Commissioners of Public Lands | 69k | $12M | 0% | Dec 2023 |
|
| Edmonds Duncan Registered Investment Advisors | 68k | $1.3M | 1% | Mar 2024 |
|
| Garde Capital | 68k | $12M | 87% | Dec 2023 |
|
| Financial Synergies Wealth Advisors | 67k | $13M | -43% | Mar 2024 |
|
| H D Vest Advisory Services | 67k | $12M | -22% | Dec 2023 |
|
| Capital Wealth Management | 67k | $13M | -1% | Mar 2024 |
|
| Bank of New York Mellon | 66k | $13M | -1% | Mar 2024 |
|
| Private Portfolio Partners | 66k | $12M | 2% | Dec 2023 |
|
| Wharton Business Group | 65k | $12M | -1% | Dec 2023 |
|
| Ellevest | 65k | $12M | 1% | Dec 2023 |
|
| Tradition Wealth Management | 64k | $12M | -60% | Dec 2023 |
|
| Hillman | 63k | $12M | 135% | Mar 2024 |
|
| Whitaker-Myers Wealth Managers | 63k | $12M | 17% | Mar 2024 |
|
| HTLF Bank | 62k | $12M | -2% | Mar 2024 |
|
| Kavar Capital Partners Group | 62k | $11M | 94% | Dec 2023 |
|
| Bishop & Co Investment Management | 61k | $12M | -51% | Mar 2024 |
|
| Congress Wealth Management LLC / DE / | 60k | $12M | -1% | Mar 2024 |
|
| Moser Wealth Advisors | 60k | $11M | 2% | Dec 2023 |
|
| D.A. Davidson & Co. | 59k | $11M | 1% | Dec 2023 |
|
| Strategic Investment Advisors / MI | 59k | $11M | 3% | Mar 2024 |
|
| Praetorian Wealth Management | 59k | $11M | 2% | Mar 2024 |
|
| Traveka Wealth | 59k | $11M | 13% | Mar 2024 |
|
| Cherry Tree Wealth Management | 59k | $11M | -14% | Dec 2023 |
|
| Pensionmark Financial Group | 54k | $9.7M | -57% | Dec 2023 |
|
| Relative Value Partners | 52k | $9.4M | -33% | Dec 2023 |
|
| Massmutual Trust | 47k | $9.1M | -37% | Mar 2024 |
|
| Citadel Advisors | 26k | $4.6M | -77% | Dec 2023 |
|
| Community Fin'l Svs | 23k | $4.4M | -71% | Mar 2024 |
|
| Octavia Wealth Advisors | 7.5k | $1.4M | -91% | Mar 2024 |
|
| Bessemer | 6.5k | $1.2M | -98% | Dec 2023 |
|
| Carlson Capital Management | 5.6k | $1.1M | -94% | Mar 2024 |
|
Who sold out of Vanguard Small-Cap Value ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hackensack Meridian Health | Sep 2023 | 780k | $124M |