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
Erica Gulick@Ami Investment Management Inc
Recent Activity
Decreased -3.46%
0.11%
$314,872
1,589 shares@ 198.16 avg price
David Benning@Lpwm Llc
Recent Activity
Decreased -3.59%
0.11%
$313,947
1,584 shares@ 198.2 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -4.68%
0.23%
$298,000
1,507 shares@ 197.75 avg price
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Decreased -0.76%
0.17%
$255,544
1,289 shares@ 198.25 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -9.82%
0.02%
$247,347
1,248 shares@ 198.2 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -0.5%
0.03%
$235,476
1,188 shares@ 198.22 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -10.5%
0.08%
$219,651
1,108 shares@ 198.25 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
Decreased -11.29%
0.07%
$213,251
1,076 shares@ 198.19 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -7.54%
0.06%
$201,549
1,017 shares@ 198.18 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Decreased -64.36%
0.04%
$78,926
398 shares@ 198.31 avg price