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 | 17M | $3.1B | 6% | Jun 2024 |
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Betterment | 4.3M | $818M | -47% | Mar 2024 |
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Morgan Stanley | 3.9M | $708M | -7% | Jun 2024 |
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Assetmark | 3.7M | $671M | 4% | Jun 2024 |
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Jones Financial Companies, L.L | 3.0M | $583M | -7% | Mar 2024 |
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Envestnet Asset Management | 2.2M | $400M | 1% | Jun 2024 |
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Wells Fargo & Company | 1.6M | $286M | 0% | Jun 2024 |
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UBS Group | 1.5M | $293M | 3% | Mar 2024 |
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Mather Group | 1.5M | $279M | 1% | Jun 2024 |
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Goldman Sachs Group | 1.4M | $264M | -2% | Jun 2024 |
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Axiom Advisory | 1.3M | $249M | 6266% | Jun 2024 |
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Sei Investments | 1.3M | $243M | 100% | Mar 2024 |
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Essex Financial Services | 1.2M | $5.1M | 6841% | Jun 2024 |
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LPL Financial | 1.2M | $210M | 2% | Jun 2024 |
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Rsm Us Wealth Management | 851k | $154M | -4% | Jun 2024 |
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Aspiriant | 821k | $150M | 9% | Jun 2024 |
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Pnc Financial Services | 795k | $145M | -23% | Jun 2024 |
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Ameriprise Financial | 727k | $140M | 100% | Mar 2024 |
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Advisor Group Holdings | 723k | $139M | -23% | Mar 2024 |
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Hanson McClain Advisors | 697k | $134M | 2% | Jun 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 | 624k | $114M | 1% | Jun 2024 |
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Cetera Investment Advisers | 606k | $111M | 1% | Jun 2024 |
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Efficient Advisors | 586k | $107M | -2% | Jun 2024 |
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Jpmorgan Chase & Co | 544k | $99M | 1% | Jun 2024 |
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Bank Of Montreal | 524k | $101M | 3% | Mar 2024 |
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Raymond James Financial Services Advisors | 509k | $93M | 7% | Jun 2024 |
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Colony | 507k | $93M | 117% | Jun 2024 |
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Symmetry Partner | 496k | $91M | 80% | Jun 2024 |
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Mill Creek Capital Advisors | 478k | $87M | -14% | Jun 2024 |
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Royal Bank of Canada | 473k | $86M | -3% | Jun 2024 |
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United Capital Financial Advisers | 429k | $78M | -2% | Jun 2024 |
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Rockefeller Capital Management | 403k | $74M | -1% | Jun 2024 |
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Raymond James & Associates | 389k | $71M | 5% | Jun 2024 |
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Retirement Systems of Alabama | 383k | $70M | 0% | Jun 2024 |
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Stephens Group Asset Management | 378k | $69M | 1% | Jun 2024 |
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Mariner Wealth Advisors | 376k | $69M | 1% | Jun 2024 |
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Adviser Investments | 375k | $68M | 2% | Jun 2024 |
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PDS Planning | 362k | $70M | 2% | Mar 2024 |
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Moneta Group Investment Advisors | 346k | $63M | 1% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 325k | $59M | -1% | Jun 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 | 317k | $58M | 8% | Jun 2024 |
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Savant Capital Management | 313k | $57M | -27% | Jun 2024 |
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Retirement Investment Advisors | 313k | $57M | 15% | Jun 2024 |
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Goodman & Company, Investment Counsel | 311k | $57M | 0% | Jun 2024 |
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Charles Schwab Investment Management | 311k | $57M | -4% | Jun 2024 |
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Burns Wealth Management | 301k | $55M | -10% | Jun 2024 |
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Rodgers & Associates | 299k | $55M | 1% | Jun 2024 |
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Stifel Financial | 298k | $54M | -5% | Jun 2024 |
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Kuehl Shepherd Kozlowski & Associates | 293k | $53M | 0% | Jun 2024 |
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JMG Financial Group | 287k | $52M | 0% | Jun 2024 |
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Park Avenue Securities | 286k | $52M | 9% | Jun 2024 |
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Mason Investment Advisory Services | 285k | $52M | 1% | Jun 2024 |
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Mokosak Advisory Group | 276k | $50M | 1% | Jun 2024 |
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Bragg Financial Advisors | 269k | $49M | 3% | Jun 2024 |
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HPM Partners | 261k | $48M | 12% | Jun 2024 |
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Cresset Asset Management | 248k | $48M | 2% | Mar 2024 |
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Strategic Financial Concepts | 248k | $5.3M | 13046% | Jun 2024 |
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Center for Financial Planning | 246k | $45M | 1% | Jun 2024 |
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Creative Planning | 244k | $45M | 1% | Jun 2024 |
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Zhang Financial | 243k | $44M | 1% | Jun 2024 |
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Stephens | 237k | $43M | 20% | Jun 2024 |
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Mml Investors Services | 234k | $43M | -8% | Jun 2024 |
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Thompson, Siegel, & Walmsley | 233k | $43M | 1% | Jun 2024 |
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Foster Group | 229k | $42M | -42% | Jun 2024 |
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Bailard | 228k | $42M | -3% | Jun 2024 |
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Integrys Wealth Advisors | 220k | $40M | 3% | Jun 2024 |
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Merriman Wealth Management | 219k | $40M | 0% | Jun 2024 |
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Branch Banking & Trust Company | 209k | $38M | -1% | Jun 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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Captrust Financial Advisors | 205k | $37M | 2% | Jun 2024 |
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Lincoln National | 201k | $37M | -22% | Jun 2024 |
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Abacus Planning Group | 195k | $36M | -3% | Jun 2024 |
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Summit Financial | 193k | $35M | 1% | Jun 2024 |
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Shepherd Financial Partners | 189k | $35M | 1% | Jun 2024 |
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Cambridge Investment Research Advisors | 183k | $34M | -6% | Jun 2024 |
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Waldron | 181k | $33M | -2% | Jun 2024 |
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Atria Investments | 177k | $32M | -14% | Jun 2024 |
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25 | 176k | $32M | 0% | Jun 2024 |
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CI Private Wealth | 171k | $31M | 1% | Jun 2024 |
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Gallagher Fiduciary Advisors | 162k | $30M | -14% | Jun 2024 |
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Mercer Global Advisors | 161k | $21M | 44% | Jun 2024 |
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FMR | 160k | $24M | 100% | Mar 2024 |
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Strategies Wealth Advisors | 157k | $29M | -3% | Jun 2024 |
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Goss Wealth Management | 157k | $29M | 7% | Jun 2024 |
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Asset Managment | 142k | $26M | 2% | Jun 2024 |
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Coastline Trust | 140k | $26M | -1% | Jun 2024 |
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Baird Financial | 139k | $27M | 3% | Mar 2024 |
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Marotta Asset Management | 135k | $24M | 0% | Jun 2024 |
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Us Bancorp | 135k | $25M | -2% | Jun 2024 |
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Brian McDonald | 134k | $25M | -2% | Jun 2024 |
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Wealth Architects | 132k | $24M | -1% | Jun 2024 |
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BHK Investment Advisors | 130k | $24M | -3% | Jun 2024 |
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Northwest Quadrant Wealth Management | 129k | $24M | 0% | Jun 2024 |
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Natixis Asset Management Advisors | 128k | $23M | 59% | Jun 2024 |
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Sanctuary Advisors | 128k | $23M | 100% | Jun 2024 |
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Kestra Advisory Services | 125k | $21M | 18% | Jun 2024 |
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McAdam | 122k | $22M | 11% | Jun 2024 |
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Private Advisor | 122k | $22M | 4% | Jun 2024 |
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Sontag Advisory | 121k | $22M | 18% | Jun 2024 |
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Sepio Capital | 120k | $22M | 4% | Jun 2024 |
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Pasadena Private Wealth | 119k | $22M | 2% | Jun 2024 |
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Brickley Wealth Management | 118k | $22M | 1% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 116k | $21M | -1% | Jun 2024 |
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Fifth Third Bancorp | 116k | $21M | 1% | Jun 2024 |
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Prudential Financial | 116k | $22M | -15% | Mar 2024 |
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University of Maryland Foundation | 114k | $21k | 0% | Jun 2024 |
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Opal Wealth Advisors | 112k | $21M | 8% | Jun 2024 |
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Safeguard Financial | 109k | $20M | 14% | Jun 2024 |
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Studio Investment Management | 107k | $20M | 1% | Jun 2024 |
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ARS Wealth Advisors Group | 103k | $19M | -3% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 102k | $19M | -6% | Jun 2024 |
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Beacon Pointe Advisors | 99k | $18M | -7% | Jun 2024 |
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Total Wealth Planning | 96k | $19M | 2% | Jun 2024 |
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Retirement Financial Solutions | 96k | $18M | 13% | Jun 2024 |
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Janney Montgomery Scott | 94k | $17M | 3% | Jun 2024 |
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Susquehanna International | 92k | $17M | 39% | Jun 2024 |
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Efficient Wealth Management | 91k | $17M | -2% | Jun 2024 |
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Glenmede Trust Company | 90k | $17M | 100% | Mar 2024 |
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TrueWealth Financial Partners | 89k | $16M | 7% | Jun 2024 |
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Shakespeare Wealth Management | 87k | $17M | 100% | Mar 2024 |
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Grey Fox Wealth Advisors | 84k | $15M | 6% | Jun 2024 |
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Kestra Investment Management | 83k | $15M | 100% | Jun 2024 |
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Bbjs Financial Advisors | 83k | $15M | -4% | Jun 2024 |
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Apella Capital | 83k | $15M | -8% | Jun 2024 |
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Plante Moran Financial Advisors | 83k | $15M | -1% | Jun 2024 |
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Capital Advantage | 82k | $15M | 16% | Jun 2024 |
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Thrivent Financial for Lutherans | 81k | $16M | 100% | Mar 2024 |
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Silver Coast Investments | 80k | $15M | 24% | Jun 2024 |
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New England Capital Financial Advisors | 80k | $15M | 2% | Jun 2024 |
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Ancora Advisors | 79k | $14M | -1% | Jun 2024 |
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Johnson Investment Counsel | 78k | $14M | 5% | Jun 2024 |
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Aaron Wealth Advisors | 77k | $14M | 2% | Jun 2024 |
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Bartlett & Co. Wealth Management | 76k | $14M | -1% | Jun 2024 |
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LMG Wealth Partners | 76k | $14M | -2% | Jun 2024 |
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Arden Trust | 76k | $14M | -1% | Jun 2024 |
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Quest Investment Management | 74k | $14M | 0% | Jun 2024 |
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Phillips Financial Management | 74k | $14M | -1% | Jun 2024 |
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Buckingham Strategic Partners | 73k | $14M | -10% | Mar 2024 |
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Family CFO | 73k | $13M | 0% | Jun 2024 |
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Arvest Investments | 72k | $13M | -3% | Jun 2024 |
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Benjamin F. Edwards & Company | 71k | $12M | -5% | Jun 2024 |
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Whitaker-Myers Wealth Managers | 71k | $13M | 13% | Jun 2024 |
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Advisory Services Network | 71k | $0 | 27% | Jun 2024 |
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Bank of New York Mellon | 70k | $13M | 6% | Jun 2024 |
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H D Vest Advisory Services | 70k | $13M | 9% | Jun 2024 |
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Jacobsen Capital Management | 69k | $13M | -3% | Jun 2024 |
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Brooklyn FI | 68k | $12M | -21% | Jun 2024 |
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Atria Wealth Solutions | 68k | $12M | -10% | Jun 2024 |
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Prosperity Planning | 66k | $12M | -8% | Jun 2024 |
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Financial Planning & Information Services | 58k | $11M | -18% | Jun 2024 |
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Lee Munder Capital Group | 57k | $11M | -26% | Jun 2024 |
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Kohmann Bosshard Financial Services | 47k | $8.7M | -37% | Jun 2024 |
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Baldwin Brothers | 16k | $2.9M | -80% | Jun 2024 |
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Empowered Funds | 5.3k | $964k | -94% | Jun 2024 |
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SageView Advisory Group | 5.2k | $942k | -99% | Jun 2024 |
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Global Assets Advisory | 1.2k | $222k | -99% | Jun 2024 |
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