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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
20,952
shares
|
$4.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,765
shares
|
$4.44 Million
0.08% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
20,592
shares
|
$4.41 Million
2.45% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
20,588
shares
|
$4.41 Million
2.93% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
20,565
shares
|
$4.4 Million
0.47% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
20,353
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
20,331
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Added 162.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
20,329
shares
|
$4.35 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
20,327
shares
|
$4.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
20,303
shares
|
$4.35 Million
3.27% of portfolio
|
Q4 2022
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
20,238
shares
|
$4.33 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
20,221
shares
|
$4.33 Million
2.44% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
20,007
shares
|
$4.28 Million
0.82% of portfolio
|
Q3 2020
Added 1.84%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
19,744
shares
|
$4.23 Million
1.11% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
19,537
shares
|
$4.18 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
19,284
shares
|
$4.13 Million
1.42% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,168
shares
|
$4.1 Million
0.14% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
19,167
shares
|
$4.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
18,977
shares
|
$4.06 Million
2.22% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
18,950
shares
|
$4.06 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
18,811
shares
|
$4.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
18,689
shares
|
$4 Million
1.11% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
18,673
shares
|
$4 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,409
shares
|
$3.94 Million
0.25% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
18,404
shares
|
$3.94 Million
0.24% of portfolio
|
Q3 2024
Added 2.06%
|