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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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 | 16M | $3.0B | 47% | Mar 2024 |
|
| Betterment | 4.3M | $818M | -47% | Mar 2024 |
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| Morgan Stanley | 4.2M | $799M | 7% | Mar 2024 |
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| Assetmark | 3.5M | $678M | 7% | Mar 2024 |
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| Envestnet Asset Management | 2.2M | $417M | -28% | Mar 2024 |
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| Wells Fargo & Company | 1.6M | $301M | 2% | Mar 2024 |
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| UBS Group | 1.5M | $293M | 3% | Mar 2024 |
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| Goldman Sachs Group | 1.5M | $284M | -26% | Mar 2024 |
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| Mather Group | 1.4M | $259M | 0% | Mar 2024 |
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| Sei Investments | 1.3M | $243M | 10% | Mar 2024 |
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| LPL Financial | 1.1M | $217M | 5% | Mar 2024 |
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| Pnc Financial Services | 1.0M | $198M | 1% | Mar 2024 |
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| Rsm Us Wealth Management | 886k | $170M | -6% | Mar 2024 |
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| Aspiriant | 753k | $145M | 0% | Mar 2024 |
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| HighTower Advisors | 748k | $144M | -3% | Mar 2024 |
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| Ameriprise Financial | 727k | $140M | 2% | Mar 2024 |
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| Advisor Group Holdings | 723k | $139M | -23% | Mar 2024 |
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| Hanson McClain Advisors | 686k | $132M | 1% | Mar 2024 |
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| Tiaa Trust, National Association | 680k | $130M | 4% | Mar 2024 |
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| Commonwealth Equity Services | 617k | $118M | 3% | Mar 2024 |
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| Efficient Advisors | 598k | $115M | -1% | Mar 2024 |
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| Jpmorgan Chase & Co | 539k | $103M | -3% | Mar 2024 |
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| Bank Of Montreal | 524k | $101M | 3% | Mar 2024 |
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| Symmetry Partner | 495k | $89M | 1% | Dec 2023 |
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| Royal Bank of Canada | 486k | $93M | -8% | Mar 2024 |
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| Raymond James Financial Services Advisors | 475k | $91M | 0% | Mar 2024 |
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| SageView Advisory Group | 470k | $82M | 10480% | Mar 2024 |
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| United Capital Financial Advisers | 440k | $84M | -5% | Mar 2024 |
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| Savant Capital Management | 428k | $82M | -2% | Mar 2024 |
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| Rockefeller Capital Management | 412k | $74M | 3% | Dec 2023 |
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| Foster Group | 396k | $76M | -3% | Mar 2024 |
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| Retirement Systems of Alabama | 383k | $73M | 0% | Mar 2024 |
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| Comprehensive Financial Management | 377k | $72M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 373k | $72M | 1% | Mar 2024 |
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| Stephens Group Asset Management | 373k | $72M | 0% | Mar 2024 |
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| Raymond James & Associates | 371k | $71M | -11% | Mar 2024 |
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| Adviser Investments | 368k | $71M | 2% | Mar 2024 |
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| PDS Planning | 362k | $70M | 2% | Mar 2024 |
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| Burns Wealth Management | 333k | $64M | -2% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 328k | $63M | -21% | Mar 2024 |
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| Charles Schwab Investment Management | 325k | $62M | -5% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 319k | $61M | 1% | Mar 2024 |
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| Stifel Financial | 313k | $60M | 5% | Mar 2024 |
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| Rodgers & Associates | 296k | $57M | 0% | Mar 2024 |
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| Modera Wealth Management | 294k | $56M | 5% | Mar 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 293k | $56M | 1% | Mar 2024 |
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| JMG Financial Group | 286k | $55M | 0% | Mar 2024 |
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| Mason Investment Advisory Services | 282k | $54M | 100% | Mar 2024 |
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| Mokosak Advisory Group | 273k | $52M | 3% | Mar 2024 |
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| Retirement Investment Advisors | 272k | $49M | -38% | Dec 2023 |
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| Park Avenue Securities | 264k | $51M | 4% | Mar 2024 |
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| Bragg Financial Advisors | 260k | $50M | 6% | Mar 2024 |
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| Lincoln National | 256k | $49M | -2% | Mar 2024 |
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| Moneta Group Investment Advisors | 253k | $46M | 19% | Dec 2023 |
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| Center for Financial Planning | 244k | $47M | 3% | Mar 2024 |
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| Creative Planning | 243k | $47M | 0% | Mar 2024 |
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| Zhang Financial | 242k | $46M | -2% | Mar 2024 |
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| Colony | 234k | $45M | -3% | Mar 2024 |
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| Bailard | 233k | $45M | 2% | Mar 2024 |
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| HPM Partners | 232k | $44M | 0% | Mar 2024 |
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| Thompson, Siegel, & Walmsley | 231k | $44M | 2% | Mar 2024 |
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| Global Assets Advisory | 227k | $1.2M | 100% | Mar 2024 |
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| Merriman Wealth Management | 219k | $42M | -19% | Mar 2024 |
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| Buckingham Asset Management | 214k | $41M | 0% | Mar 2024 |
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| Integrys Wealth Advisors | 214k | $41M | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 212k | $41M | -3% | Mar 2024 |
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| Atria Investments | 204k | $37M | 584% | Dec 2023 |
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| Captrust Financial Advisors | 201k | $39M | -60% | Mar 2024 |
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| Abacus Planning Group | 201k | $39M | 3% | Mar 2024 |
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| Stephens | 198k | $38M | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 196k | $38M | -16% | Mar 2024 |
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| Summit Financial | 192k | $37M | -1% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 188k | $36M | -1% | Mar 2024 |
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| Shepherd Financial Partners | 188k | $36M | 10% | Mar 2024 |
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| Waldron | 185k | $36M | -8% | Mar 2024 |
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| 25 | 175k | $34M | -1% | Mar 2024 |
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| CI Private Wealth | 169k | $33M | -1% | Mar 2024 |
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| Strategies Wealth Advisors | 161k | $31M | 8% | Mar 2024 |
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| FMR | 160k | $24M | 76% | Mar 2024 |
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| Goss Wealth Management | 146k | $28M | 10% | Mar 2024 |
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| Coastline Trust | 142k | $27M | -3% | Mar 2024 |
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| Us Bancorp | 138k | $26M | -5% | Mar 2024 |
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| Brian McDonald | 137k | $26M | 0% | Mar 2024 |
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| Baird Financial | 135k | $24M | 4% | Dec 2023 |
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| Marotta Asset Management | 134k | $24M | 0% | Dec 2023 |
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| BHK Investment Advisors | 134k | $26M | 32% | Mar 2024 |
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| Wealth Architects | 133k | $26M | -1% | Mar 2024 |
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| Northwest Quadrant Wealth Management | 129k | $25M | 1% | Mar 2024 |
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| Brickley Wealth Management | 117k | $23M | 0% | Mar 2024 |
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| Private Advisor | 117k | $22M | 11% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 117k | $22M | -1% | Mar 2024 |
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| Pasadena Private Wealth | 117k | $22M | 1% | Mar 2024 |
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| Fifth Third Bancorp | 115k | $22M | -10% | Mar 2024 |
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| University of Maryland Foundation | 114k | $22k | 0% | Mar 2024 |
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| Mercer Global Advisors | 112k | $23M | -30% | Mar 2024 |
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| Sepio Capital | 112k | $20M | -9% | Dec 2023 |
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| Beacon Pointe Advisors | 110k | $20M | 35% | Dec 2023 |
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| McAdam | 110k | $21M | 12% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 108k | $21M | 47% | Mar 2024 |
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| ARS Wealth Advisors Group | 106k | $20M | 10% | Mar 2024 |
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| Studio Investment Management | 106k | $20M | -12% | Mar 2024 |
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| Opal Wealth Advisors | 104k | $20M | 6% | Mar 2024 |
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| Sontag Advisory | 103k | $20M | 0% | Mar 2024 |
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| Kestra Advisory Services | 100k | $18M | 6% | Dec 2023 |
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| Safeguard Financial | 96k | $18M | 14% | Mar 2024 |
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| Total Wealth Planning | 95k | $18M | -1% | Mar 2024 |
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| Empowered Funds | 95k | $18M | 100% | Mar 2024 |
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| Efficient Wealth Management | 93k | $18M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 90k | $17M | 4% | Mar 2024 |
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| Glenmede Trust Company | 90k | $17M | -1% | Mar 2024 |
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| Apella Capital | 90k | $17M | -10% | Mar 2024 |
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| Bbjs Financial Advisors | 87k | $17M | 11% | Mar 2024 |
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| Shakespeare Wealth Management | 87k | $17M | 4% | Mar 2024 |
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| Brooklyn FI | 86k | $17M | 17% | Mar 2024 |
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| Retirement Financial Solutions | 85k | $16M | 10% | Mar 2024 |
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| Plante Moran Financial Advisors | 83k | $16M | -11% | Mar 2024 |
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| TrueWealth Financial Partners | 82k | $15M | 2% | Dec 2023 |
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| Thrivent Financial for Lutherans | 81k | $16M | -48% | Mar 2024 |
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| Natixis Asset Management Advisors | 80k | $16M | -17% | Mar 2024 |
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| Ancora Advisors | 80k | $15M | 4% | Mar 2024 |
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| Grey Fox Wealth Advisors | 79k | $15M | 12% | Mar 2024 |
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| New England Capital Financial Advisors | 78k | $15M | 0% | Mar 2024 |
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| LMG Wealth Partners | 77k | $15M | -14% | Mar 2024 |
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| Bartlett & Co. | 77k | $14M | -2% | Dec 2023 |
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| Lee Munder Capital Group | 77k | $15M | -35% | Mar 2024 |
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| Baldwin Brothers | 77k | $15M | -2% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 77k | $15M | 0% | Mar 2024 |
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| Arden Trust | 76k | $15M | 0% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 76k | $15M | -8% | Mar 2024 |
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| Aaron Wealth Advisors | 75k | $15M | 2% | Mar 2024 |
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| Atria Wealth Solutions | 75k | $14M | -4% | Mar 2024 |
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| Benjamin F. Edwards & Company | 75k | $14M | -3% | Mar 2024 |
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| Phillips Financial Management | 75k | $14M | -4% | Mar 2024 |
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| Quest Investment Management | 74k | $14M | 0% | Mar 2024 |
|
| Johnson Investment Counsel | 74k | $14M | 4% | Mar 2024 |
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| Arvest Investments | 74k | $14M | -4% | Mar 2024 |
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| Family CFO | 73k | $14M | 0% | Mar 2024 |
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| Buckingham Strategic Partners | 73k | $14M | -10% | Mar 2024 |
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| Jacobsen Capital Management | 71k | $14M | -33% | Mar 2024 |
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| Prosperity Planning | 71k | $14M | 5% | Mar 2024 |
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| Financial Planning & Information Services | 70k | $14M | -2% | Mar 2024 |
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| D.A. Davidson & Co. | 70k | $13M | 17% | Mar 2024 |
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| Checchi Capital Advisers | 69k | $13M | -33% | Mar 2024 |
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| Capital Advantage | 69k | $12M | -2% | Dec 2023 |
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| State of Wisconsin - Board of Commissioners of Public Lands | 69k | $13M | 0% | Mar 2024 |
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| Private Portfolio Partners | 69k | $13M | 4% | Mar 2024 |
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| Pathstone Holdings | 69k | $13M | -33% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 68k | $13M | -1% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 68k | $1.3M | 1% | Mar 2024 |
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| Garde Capital | 68k | $12M | 87% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 67k | $13M | -43% | Mar 2024 |
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| Susquehanna International | 66k | $13M | -8% | Mar 2024 |
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| Silver Coast Investments | 65k | $12M | -12% | Mar 2024 |
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| Bishop & Co Investment Management | 61k | $12M | -51% | Mar 2024 |
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| Massmutual Trust | 47k | $9.1M | -37% | Mar 2024 |
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| AE Wealth Management | 34k | $6.5M | -73% | Mar 2024 |
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| Apollon Wealth Management | 27k | $5.3M | -70% | Mar 2024 |
|
| Community Fin'l Svs | 23k | $4.4M | -71% | Mar 2024 |
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| Octavia Wealth Advisors | 7.5k | $1.4M | -91% | Mar 2024 |
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| 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 |
|---|---|---|---|
| Mbb Public Markets I | Dec 2023 | 137k | $25M |