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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,595
shares
|
$3.34 Million
0.35% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
15,559
shares
|
$3.33 Million
0.64% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
15,490
shares
|
$3.32 Million
1.33% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
15,213
shares
|
$3.26 Million
0.29% of portfolio
|
Q3 2024
Added 1249.87%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
15,177
shares
|
$3.25 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
15,130
shares
|
$3.24 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,095
shares
|
$3.23 Million
0.2% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
15,080
shares
|
$3.23 Million
0.8% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.22 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,006
shares
|
$3.21 Million
0.12% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
15,000
shares
|
$3.21 Million
0.96% of portfolio
|
Q4 2023
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
14,897
shares
|
$3.19 Million
0.99% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
14,858
shares
|
$3.18 Million
0.98% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14,834
shares
|
$3.17 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
14,776
shares
|
$3.16 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
14,686
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
14,683
shares
|
$3.14 Million
2.05% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,630
shares
|
$3.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,583
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2022
Added 16.69%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
14,505
shares
|
$3.1 Million
1.23% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
14,333
shares
|
$3.07 Million
2.36% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
14,311
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
14,126
shares
|
$3.02 Million
0.26% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,094
shares
|
$3.02 Million
1.73% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
14,092
shares
|
$3.02 Million
0.08% of portfolio
|
Q3 2024
Added 12.61%
|