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 |
|---|---|---|---|---|---|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
26,798
shares
|
$5.79 Million
2.4% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
26,442
shares
|
$5.72 Million
0.64% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
26,269
shares
|
$5.68 Million
0.36% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
26,172
shares
|
$5.66 Million
2.59% of portfolio
|
Q3 2024
Reduced 29.1%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
26,164
shares
|
$5.66 Million
3.13% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
26,077
shares
|
$5.64 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
25,924
shares
|
$5.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,862
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
25,822
shares
|
$5.58 Million
0.58% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
25,530
shares
|
$5.52 Million
4.06% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
25,453
shares
|
$5.5 Million
1.15% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
25,418
shares
|
$5.49 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
25,225
shares
|
$5.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
25,210
shares
|
$5.45 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
25,196
shares
|
$5.45 Million
3.48% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
25,133
shares
|
$5.43 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
25,133
shares
|
$5.43 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
25,093
shares
|
$5.42 Million
3.73% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
24,862
shares
|
$5.37 Million
0.13% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$5.36 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
24,763
shares
|
$5.35 Million
1.89% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
24,758
shares
|
$5.35 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
24,529
shares
|
$5.3 Million
0.33% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
24,348
shares
|
$5.26 Million
2.87% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
24,143
shares
|
$5.22 Million
1.61% of portfolio
|
Q3 2024
Added 0.82%
|