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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
17,100
shares
|
$3.66 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
16,988
shares
|
$3.64 Million
0.08% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
16,884
shares
|
$3.61 Million
0.55% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,857
shares
|
$3.61 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
16,834
shares
|
$3.6 Million
1.5% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16,793
shares
|
$3.59 Million
0.23% of portfolio
|
Q3 2024
Added 4108.77%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
16,793
shares
|
$3.59 Million
0.88% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
16,766
shares
|
$3.59 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,668
shares
|
$3.57 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16,668
shares
|
$3.57 Million
0.13% of portfolio
|
Q2 2024
Reduced 14.32%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,421
shares
|
$3.51 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
16,403
shares
|
$3.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,398
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
16,375
shares
|
$3.5 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
16,259
shares
|
$3.48 Million
0.36% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
16,223
shares
|
$3.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 35.53%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
16,053
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
16,038
shares
|
$3.43 Million
1.49% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,030
shares
|
$3.43 Million
0.16% of portfolio
|
Q1 2022
Reduced 3.47%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
15,976
shares
|
$3.42 Million
0.62% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
15,964
shares
|
$3.42 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
15,892
shares
|
$3.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
15,782
shares
|
$3.38 Million
1.65% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
15,760
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
15,748
shares
|
$3.37 Million
0.72% of portfolio
|
Q3 2024
Added 4.57%
|