VBR

Vanguard Small-cap Value Etf

Latest period2024 - Q4Total superinvestors227

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, 227 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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 42.14%
8.76%
$242.598M
1.224M shares@ 198.18 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Increased 0.22%
6.32%
$75.822M
382,594 shares@ 198.19 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 7.8%
0.68%
$65.688M
331,455 shares@ 198.19 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.08%
0.13%
$63.337M
315,450 shares@ 200.79 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Decreased -0.13%
2.76%
$48.084M
242,628 shares@ 198.19 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Increased 3.03%
6.41%
$45.887M
231,145 shares@ 198.53 avg price
Pavin White@25 Llc
Recent Activity
Increased 1.91%
15.12%
$35.721M
180,243 shares@ 198.18 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
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
New Position
10.45%
$25.917M
130,774 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