Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,541 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,445,376
shares
|
$3.83 Billion
0.31% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,817,544
shares
|
$793 Million
2.2% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,756,951
shares
|
$780 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,697,782
shares
|
$768 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,382,526
shares
|
$495 Million
0.49% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,920,384
shares
|
$399 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,628,298
shares
|
$338 Million
0.07% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,607,845
shares
|
$334 Million
0.07% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,548,368
shares
|
$322 Million
0.94% of portfolio
|
Q3 2024
Added 655.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$302 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,373,829
shares
|
$285 Million
1.52% of portfolio
|
Q3 2024
Added 24002.26%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,287,672
shares
|
$268 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,230,640
shares
|
$256 Million
0.11% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
1,222,165
shares
|
$254 Million
11.87% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,061,231
shares
|
$220 Million
2.75% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
861,225
shares
|
$179 Million
6.63% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
847,549
shares
|
$176 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
792,026
shares
|
$165 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
786,533
shares
|
$163 Million
0.04% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
715,144
shares
|
$149 Million
0.43% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
710,066
shares
|
$148 Million
0.89% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
698,027
shares
|
$145 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
669,059
shares
|
$139 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
639,545
shares
|
$133 Million
0.19% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
635,026
shares
|
$132 Million
0.29% of portfolio
|
Q3 2024
Added 4.76%
|