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 1,540 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 $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
34,180
shares
|
$7.32 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
33,805
shares
|
$7.23 Million
3.25% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
33,725
shares
|
$7.22 Million
0.6% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
33,330
shares
|
$7.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
33,326
shares
|
$7.13 Million
0.35% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
33,199
shares
|
$7.11 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
33,197
shares
|
$7.1 Million
0.24% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
33,053
shares
|
$7.07 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
32,968
shares
|
$7.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
32,849
shares
|
$7.03 Million
2.27% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
32,769
shares
|
$7.01 Million
1.03% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
32,756
shares
|
$7.01 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,746
shares
|
$7.01 Million
1.56% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
32,581
shares
|
$6.97 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
32,520
shares
|
$6.96 Million
0.09% of portfolio
|
Q2 2024
Added 39.77%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
32,455
shares
|
$6.95 Million
3.25% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
32,275
shares
|
$6.91 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
32,222
shares
|
$6.9 Million
0.19% of portfolio
|
Q3 2024
Added 89.17%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
32,217
shares
|
$6.9 Million
0.95% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
32,005
shares
|
$6.85 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
31,706
shares
|
$6.79 Million
0.88% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
31,653
shares
|
$6.77 Million
0.94% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
31,283
shares
|
$6.7 Million
2.03% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
31,229
shares
|
$6.68 Million
0.0% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$6.68 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|