Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SM CP VAL ETF
-
Total 13F shares
-
467,290
-
Share change
-
+1,903
-
Total reported value
-
$84,098,736
-
Price per share
-
$179.97
-
Number of holders
-
28
-
Value change
-
+$342,470
-
Number of buys
-
8
-
Number of sells
-
9
Institutional Holders of VANGUARD INDEX FDS - SM CP VAL ETF (VBR) as of Q4 2023
As of 31 Dec 2023,
VANGUARD INDEX FDS - SM CP VAL ETF (VBR) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
467,290 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Betterment LLC, MORGAN STANLEY, ASSETMARK, INC, JONES FINANCIAL COMPANIES LLLP, ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC, WELLS FARGO & COMPANY/MN, UBS Group AG, and MATHER GROUP, LLC..
This page lists
1,374
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.