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 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$130 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
588,406
shares
|
$122 Million
0.01% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
580,223
shares
|
$121 Million
7.31% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
526,298
shares
|
$109 Million
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
512,540
shares
|
$106 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
483,329
shares
|
$100 Million
2.37% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
466,547
shares
|
$96.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
431,820
shares
|
$89.7 Million
0.44% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
417,369
shares
|
$86.7 Million
0.23% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
405,448
shares
|
$84.2 Million
0.69% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
387,069
shares
|
$80.4 Million
0.14% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
382,480
shares
|
$79.5 Million
0.27% of portfolio
|
Q4 2020
Reduced 34.34%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
381,785
shares
|
$79.3 Million
6.41% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,358
shares
|
$78.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
377,173
shares
|
$78.4 Million
0.95% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
370,796
shares
|
$77 Million
0.81% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
368,681
shares
|
$76.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
325,393
shares
|
$67.6 Million
7.14% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
324,376
shares
|
$67.4 Million
1.82% of portfolio
|
Q2 2024
Reduced 13.93%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
315,793
shares
|
$65.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
315,228
shares
|
$65.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
311,738
shares
|
$64.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
307,498
shares
|
$63.9 Million
0.69% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
302,446
shares
|
$62.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
300,556
shares
|
$62.4 Million
0.06% of portfolio
|
Q3 2024
Added 1.01%
|