Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / SM CP VAL ETF
-
Number of holders
-
756
-
Total shares
-
56.8M
-
Shares change
-
+2.36M
-
Total reported value, excl. options
-
$7.78B
-
Value change
-
+$326M
-
Put/Call ratio
-
0.47
-
Number of buys
-
383
-
Number of sells
-
-246
-
Price
-
$137.07
Significant Holders of VANGUARD INDEX FDS - SM CP VAL ETF (VBR) as of Q4 2019
750 filings reported holding VBR - VANGUARD INDEX FDS - SM CP VAL ETF as of Q4 2019.
VANGUARD INDEX FDS - SM CP VAL ETF (VBR) has 756 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 56.8M shares
.
Largest 10 shareholders include JONES FINANCIAL COMPANIES LLLP (9.05M shares), BANK OF AMERICA CORP /DE/ (6.91M shares), Betterment LLC (5.77M shares), ENVESTNET ASSET MANAGEMENT INC (2.04M shares), MORGAN STANLEY (2.04M shares), WELLS FARGO & COMPANY/MN (1.65M shares), PNC Financial Services Group, Inc. (1.36M shares), ASSETMARK, INC (1.33M shares), UBS Group AG (1.24M shares), and PERSONAL CAPITAL ADVISORS CORP (989K shares).
This table shows the top 756 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.