VBR

Vanguard Small-cap Value Etf

Latest period2024 - Q4Total superinvestors272

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 272 superinvestors own shares of Vanguard Small-cap Value Etf (VBR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Vanguard Small-cap Value Etf (VBR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Vanguard Small-cap Value Etf (VBR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Vanguard Small-cap Value Etf (VBR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Decreased -0.13%
2.76%
$48.084M
242,628 shares@ 198.19 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Decreased -1.51%
9.39%
$28.222M
142,408 shares@ 198.18 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Decreased -5.01%
5.38%
$25.707M
130,135 shares@ 197.55 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -1.31%
3%
$19.224M
97,002 shares@ 198.18 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -1.59%
0.22%
$14.763M
74,493 shares@ 198.19 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -10.05%
0.55%
$14.3M
72,158 shares@ 198.18 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Decreased -1.34%
5.82%
$13.572M
68,484 shares@ 198.18 avg price
Joseph F. Tower, III@Lmcg Investments, Llc
Recent Activity
Decreased -1.52%
0.69%
$11.096M
55,988 shares@ 198.19 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -13.73%
3.23%
$10.056M
50,744 shares@ 198.18 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Decreased -7.67%
1.08%
$7.998M
40,358 shares@ 198.19 avg price