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 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
31,178
shares
|
$6.67 Million
0.75% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
30,966
shares
|
$6.63 Million
3.29% of portfolio
|
Q3 2024
Added 64.96%
|
|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
30,927
shares
|
$6.62 Million
4.41% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
30,075
shares
|
$6.44 Million
2.33% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
29,789
shares
|
$6.38 Million
0.21% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
29,749
shares
|
$6.37 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
29,726
shares
|
$6.36 Million
0.15% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
29,565
shares
|
$6.33 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
29,557
shares
|
$6.33 Million
0.45% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
29,461
shares
|
$6.31 Million
2.47% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
29,044
shares
|
$6.22 Million
2.2% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$6.19 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
28,768
shares
|
$6.16 Million
0.56% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
28,571
shares
|
$6.11 Million
0.15% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
28,502
shares
|
$6.1 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
28,474
shares
|
$6.09 Million
2.96% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
28,467
shares
|
$6.09 Million
3.55% of portfolio
|
Q2 2024
Added 21.65%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
28,315
shares
|
$6.06 Million
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
28,294
shares
|
$6.06 Million
1.43% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
27,932
shares
|
$5.98 Million
0.13% of portfolio
|
Q2 2024
Reduced 30.02%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
27,763
shares
|
$5.94 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
27,398
shares
|
$5.86 Million
3.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
27,237
shares
|
$5.83 Million
3.44% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
27,011
shares
|
$5.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.23%
|