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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$5.2 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,056
shares
|
$5.19 Million
1.5% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
24,036
shares
|
$5.19 Million
0.45% of portfolio
|
Q3 2024
Reduced 27.93%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
24,006
shares
|
$5.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
23,897
shares
|
$5.16 Million
0.1% of portfolio
|
Q3 2024
Added 129.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,753
shares
|
$5.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
23,708
shares
|
$5.12 Million
2.79% of portfolio
|
Q3 2022
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
23,282
shares
|
$5.02 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
23,185
shares
|
$5 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,101
shares
|
$4.99 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
22,990
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
22,972
shares
|
$4.96 Million
2.31% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
22,795
shares
|
$4.92 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
22,675
shares
|
$4.89 Million
0.12% of portfolio
|
Q3 2024
Reduced 44.19%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
22,436
shares
|
$4.84 Million
1.83% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,264
shares
|
$4.81 Million
0.09% of portfolio
|
Q3 2022
Added 65.07%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
22,191
shares
|
$4.79 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
22,074
shares
|
$4.76 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,048
shares
|
$4.76 Million
0.49% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
21,859
shares
|
$4.72 Million
0.18% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
21,685
shares
|
$4.68 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,673
shares
|
$4.68 Million
1.72% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,395
shares
|
$4.62 Million
0.28% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
21,392
shares
|
$4.62 Million
0.1% of portfolio
|
Q1 2024
Added 3.73%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
21,322
shares
|
$4.6 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.02%
|