Who owns Vanguard Small-Cap Value ETF?

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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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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 19M $3.7B 0% Dec 2024
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Assetmark 4.0M $792M 5% Dec 2024
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Morgan Stanley 3.9M $765M 3% Dec 2024
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Betterment 3.5M $703M -4% Dec 2024
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Jones Financial Companies, L.L 2.4M $476M 1% Dec 2024
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Envestnet Asset Management 1.9M $372M -2% Dec 2024
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Wells Fargo & Company 1.8M $353M 11% Dec 2024
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UBS Group 1.7M $341M 6% Dec 2024
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Captrust Financial Advisors 1.7M $336M 9% Dec 2024
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Aspiriant 1.5M $287M 26% Mar 2025
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Sei Investments 1.3M $261M 2% Dec 2024
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LPL Financial 1.3M $255M 5% Dec 2024
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Raymond James Financial 983k $195M 100% Dec 2024
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Mather Group 877k $163M 2% Mar 2025
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Rsm Us Wealth Management 822k $163M -3% Dec 2024
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Pnc Financial Services 792k $157M 0% Dec 2024
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Tiaa Trust, National Association 762k $151M 6% Dec 2024
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Ameriprise Financial 757k $150M -4% Dec 2024
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Hanson McClain Advisors 743k $153M 5% Dec 2024
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Commonwealth Equity Services 715k $142M 12% Dec 2024
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HighTower Advisors 697k $138M 4% Dec 2024
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Advisor Group Holdings 695k $139M 0% Dec 2024
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Cetera Investment Advisers 650k $129M 2% Dec 2024
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Jpmorgan Chase & Co 614k $122M 4% Dec 2024
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Efficient Advisors 553k $110M -5% Dec 2024
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Bank Of Montreal 529k $105M 3% Dec 2024
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Mill Creek Capital Advisors 491k $97M 1% Dec 2024
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Royal Bank of Canada 474k $94M 2% Dec 2024
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Colony 472k $102M -8% Dec 2024
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Wealthfront Advisers 434k $431k 1432% Dec 2024
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Rockefeller Capital Management 422k $84M 1% Dec 2024
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United Capital Financial Advisers 422k $84M -2% Dec 2024
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Mariner Wealth Advisors 420k $83M 9% Dec 2024
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Adviser Investments 411k $82M 9% Dec 2024
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Stephens Group Asset Management 404k $75M 6% Mar 2025
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Moneta Group Investment Advisors 387k $77M 4% Dec 2024
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Savant Capital Management 387k $77M -5% Dec 2024
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SOA Wealth Advisors 383k $3.7M 2222% Mar 2025
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Retirement Systems of Alabama 383k $71M 0% Mar 2025
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Modera Wealth Management 354k $70M 12% Dec 2024
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Retirement Investment Advisors 335k $66M 3% Dec 2024
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Creative Planning 328k $65M 31% Dec 2024
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Wealth Enhancement Advisory Services 327k $61M -1% Mar 2025
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Goldman Sachs Group 323k $64M -12% Dec 2024
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Stifel Financial 316k $63M 5% Dec 2024
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Northwestern Mutual Wealth Management Company 316k $63M 1% Dec 2024
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Rodgers & Associates 303k $57M 3% Mar 2025
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Mokosak Advisory Group 297k $55M 3% Mar 2025
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Cresset Asset Management 295k $58M 4% Dec 2024
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Kuehl Shepherd Kozlowski & Associates 292k $57M 0% Dec 2024
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Goodman & Company, Investment Counsel 283k $56M -6% Dec 2024
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Mason Investment Advisory Services 283k $56M 0% Dec 2024
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JMG Financial Group 282k $56M -1% Dec 2024
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Charles Schwab Investment Management 280k $55M -6% Dec 2024
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Bragg Financial Advisors 278k $55M 0% Dec 2024
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Financial Advisory Corp 269k $50M 9% Mar 2025
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Mml Investors Services 265k $53M 15% Dec 2024
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Burns Wealth Management 265k $53M -5% Dec 2024
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HPM Partners 256k $51M -1% Dec 2024
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Center for Financial Planning 247k $49M 0% Dec 2024
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Zhang Financial 245k $46M 1% Mar 2025
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Thompson, Siegel, & Walmsley 238k $47M 1% Dec 2024
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Bailard 237k $47M -2% Dec 2024
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Integrys Wealth Advisors 235k $44M 2% Mar 2025
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Branch Banking & Trust Company 231k $46M 2% Dec 2024
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Stephens 230k $46M -2% Dec 2024
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Abacus Planning Group 217k $41M -2% Mar 2025
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University of Maryland Foundation 208k $41M 83% Dec 2024
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Equitable Holdings 206k $41M 1% Dec 2024
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Foster Group 205k $38M -2% Mar 2025
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Merriman Wealth Management 205k $41M -4% Dec 2024
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Summit Financial 198k $39M 8% Dec 2024
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25 184k $34M 2% Mar 2025
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Comprehensive Financial Management 184k $37M -43% Dec 2024
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Mercer Global Advisors 181k $36M 10% Dec 2024
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Cambridge Investment Research Advisors 178k $35M -7% Dec 2024
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Waldron 173k $34M 0% Dec 2024
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Opal Wealth Advisors 173k $32M 41% Mar 2025
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Sontag Advisory 172k $34M 12% Dec 2024
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FMR 170k $33M 4% Dec 2024
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Strategies Wealth Advisors 165k $34M 5% Dec 2024
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Natixis Asset Management Advisors 162k $32M 70% Dec 2024
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Baird Financial 153k $30M 7% Dec 2024
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Sanctuary Advisors 149k $31M 10% Dec 2024
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Asset Managment 148k $29M 1% Dec 2024
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CI Private Wealth 141k $28M -20% Dec 2024
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Brian McDonald 141k $28M 9% Dec 2024
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Coastline Trust 141k $28M 0% Dec 2024
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Goss Wealth Management 141k $28M -12% Dec 2024
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Sequoia Financial Advisors 140k $26M -23% Mar 2025
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Us Bancorp 137k $27M -1% Dec 2024
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Northwest Quadrant Wealth Management 134k $27M 3% Dec 2024
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Buckingham Strategic Partners 134k $27M 30% Dec 2024
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Safeguard Financial 132k $25M 5% Mar 2025
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Christopher J. Hasenberg 131k $26M 100% Dec 2024
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Marotta Asset Management 130k $26M -5% Dec 2024
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Wealth Architects 130k $26M -2% Dec 2024
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BHK Investment Advisors 128k $25M 0% Dec 2024
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McAdam 128k $25M 5% Dec 2024
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Sepio Capital 128k $25M 3% Dec 2024
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Brickley Wealth Management 124k $25M 5% Dec 2024
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Private Advisor 122k $24M 4% Dec 2024
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Pasadena Private Wealth 118k $23M 0% Dec 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 116k $23M -3% Dec 2024
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Kestra Investment Management 115k $23M 35% Dec 2024
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Atria Investments 114k $23M 3% Dec 2024
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Kestra Advisory Services 107k $21M -3% Dec 2024
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Kaydan Wealth Management 107k $20M -25% Mar 2025
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ARS Wealth Advisors Group 106k $20M -2% Mar 2025
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Grey Fox Wealth Advisors 105k $21M 2% Dec 2024
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Studio Investment Management 102k $20M -2% Dec 2024
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Shakespeare Wealth Management 101k $20M -3% Dec 2024
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Total Wealth Planning 99k $19M 2% Mar 2025
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Hillman 96k $18M 53% Mar 2025
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Aaron Wealth Advisors 96k $19M 10% Dec 2024
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Beacon Pointe Advisors 95k $19M -2% Dec 2024
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Fifth Third Bancorp 94k $18M -8% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 94k $17M -3% Mar 2025
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PDS Planning 92k $18M -4% Dec 2024
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Gallagher Fiduciary Advisors 89k $18M -12% Dec 2024
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Efficient Wealth Management 87k $17M -3% Dec 2024
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TrueWealth Financial Partners 85k $17M 2% Dec 2024
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Whitaker-Myers Wealth Managers 85k $16M 10% Mar 2025
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Retirement Financial Solutions 85k $16M -14% Mar 2025
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Glenmede Trust Company 84k $17M -1% Dec 2024
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Johnson Investment Counsel 83k $16M 2% Mar 2025
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Checchi Capital Advisers 83k $17M 19% Dec 2024
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Steward Partners Investment Advisory 82k $16M 4% Dec 2024
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Brown Advisory Holdings Incorporated 80k $16M 129% Dec 2024
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New England Capital Financial Advisors 80k $16M 0% Dec 2024
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Janney Montgomery Scott 79k $15M -9% Mar 2025
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Capital Advantage 79k $16M 0% Mar 2025
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Prudential Financial 78k $16M -25% Dec 2024
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Plante Moran Financial Advisors 78k $15M -2% Dec 2024
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Strategic Investment Advisors / MI 76k $14M 9% Mar 2025
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LMG Wealth Partners 75k $15M 0% Dec 2024
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Family CFO 75k $15M 3% Dec 2024
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Bartlett & Co. Wealth Management 75k $15M -2% Dec 2024
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Quest Investment Management 74k $15M 0% Dec 2024
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H D Vest Advisory Services 74k $15M 8% Dec 2024
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Advisory Services Network 74k $15M 4% Dec 2024
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JBGlobal.com 73k $14M -9% Mar 2025
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Traveka Wealth 73k $15M 6% Dec 2024
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Benjamin Edwards 73k $15M -1% Dec 2024
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Private Portfolio Partners 72k $14M 1% Dec 2024
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Symmetry Partner 70k $13M -28% Mar 2025
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Capital Wealth Management 69k $13M 1% Mar 2025
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Arvest Investments 69k $13M 3% Mar 2025
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Yale Capital Corp. 69k $14M 3% Dec 2024
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Phillips Financial Management 69k $14M -2% Dec 2024
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D.A. Davidson & Co. 68k $14M 0% Dec 2024
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Jacobsen Capital Management 68k $13M -1% Mar 2025
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Bank of New York Mellon 68k $13M -3% Dec 2024
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Shepherd Financial Partners 67k $13M -63% Mar 2025
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Silver Coast Investments 67k $13M -19% Dec 2024
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Apella Capital 63k $11M -12% Mar 2025
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Pensionmark Financial Group 17k $3.4M -89% Dec 2024
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Who sold out of Vanguard Small-Cap Value ETF?

Fund or Company Name Date Sold Shares Held Valued At
Park Avenue Securities Dec 2024 332k $66M
Lincoln National Sep 2024 207k $42M