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
DAVID REICHERT@Echo45 Advisors Llc
Recent Activity
Increased 8.76%
2.1%
$3.185M
15,968 shares@ 199.44 avg price
Timothy J Videnka@Forza Wealth Management, Llc
Recent Activity
1.45%
$3.164M
15,964 shares@ 198.19 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 218.04%
0.16%
$3.114M
15,714 shares@ 198.18 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 0.58%
0.24%
$2.987M
15,301 shares@ 195.22 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -0.13%
0.26%
$3.004M
15,157 shares@ 198.19 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Increased 30.37%
0.91%
$2.993M
15,104 shares@ 198.19 avg price
Jarrett F. Morris@Riversedge Advisors, Llc
Recent Activity
Increased 11.25%
0.64%
$2.82M
14,231 shares@ 198.18 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
Increased 7.44%
0.63%
$2.808M
14,168 shares@ 198.18 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 30.69%
0.27%
$2.748M
13,868 shares@ 198.18 avg price
David L Blain@Bluesky Wealth Advisors, Llc
Recent Activity
Decreased 0%
0.43%
$2.705M
13,648 shares@ 198.19 avg price