VBR

Vanguard Small-cap Value Etf

Latest period2026 - Q2Total superinvestors187

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 187 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

SuperinvestorPortfolio %Reported Value
Loran Filson@Financial Advisory Corp
Recent Activity
Decreased -9.2%
8.33%
$62.813M
258,499 shares@ 243.0 avg price
Steven Reinsel@Everhart Financial Group, Inc.
Recent Activity
Increased 352.85%
3.98%
$62.056M
255,385 shares@ 243.0 avg price
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Decreased -1.06%
1.2%
$44.908M
184,812 shares@ 243.0 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Increased 0.03%
5.98%
$35.878M
147,806 shares@ 242.74 avg price
Jason Farris@Waller Financial Planning Group, Inc
Recent Activity
Decreased -6.74%
7.35%
$35.648M
146,704 shares@ 242.99 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 6.32%
4.66%
$27.866M
114,681 shares@ 242.99 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Decreased -3.46%
0.58%
$22.042M
90,711 shares@ 242.99 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Increased 2.04%
4.92%
$20.427M
84,066 shares@ 243.0 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -18.7%
2.27%
$19.751M
81,368 shares@ 242.75 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Decreased -3.07%
0.22%
$15.038M
62,058 shares@ 242.33 avg price

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