Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / SM CP VAL ETF
-
Number of holders
-
981
-
Total 13F shares, excl. options
-
82,806,476
-
Shares change
-
+2,346,959
-
Total reported value, excl. options
-
$14,060,316,069
-
Value change
-
+$406,414,189
-
Put/Call ratio
-
28.1%
-
Number of buys
-
487
-
Number of sells
-
-356
-
Price
-
$169.26
Significant Holders of VANGUARD INDEX FDS - SM CP VAL ETF (VBR) as of Q3 2021
1,041 filings reported holding VBR - VANGUARD INDEX FDS - SM CP VAL ETF as of Q3 2021.
VANGUARD INDEX FDS - SM CP VAL ETF (VBR) has 981 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 82,806,476 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (13,526,586 shares), JONES FINANCIAL COMPANIES LLLP (9,041,285 shares), Betterment LLC (7,360,157 shares), MORGAN STANLEY (4,008,159 shares), ENVESTNET ASSET MANAGEMENT INC (2,710,666 shares), ASSETMARK, INC (2,547,750 shares), WELLS FARGO & COMPANY/MN (1,788,959 shares), UBS Group AG (1,615,265 shares), MATHER GROUP, LLC. (1,288,564 shares), and EXENCIAL WEALTH ADVISORS, LLC (1,150,829 shares).
This table shows the top 981 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.