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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
14,092
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
14,085
shares
|
$3.04 Million
0.87% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
14,057
shares
|
$3.03 Million
0.17% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
14,026
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
13,917
shares
|
$3 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
13,902
shares
|
$3 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
13,845
shares
|
$2.99 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,791
shares
|
$2.98 Million
0.07% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
13,733
shares
|
$2.96 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
13,680
shares
|
$2.95 Million
0.66% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,649
shares
|
$2.95 Million
0.43% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
13,623
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,613
shares
|
$2.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
13,549
shares
|
$2.92 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
13,536
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,423
shares
|
$2.9 Million
3.41% of portfolio
|
Q1 2023
Reduced 69.6%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
13,420
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
13,419
shares
|
$2.9 Million
1.38% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
13,414
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
13,395
shares
|
$2.89 Million
1.61% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,273
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2024
Added 101.23%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
13,257
shares
|
$2.86 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
13,235
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
13,224
shares
|
$2.85 Million
1.12% of portfolio
|
Q3 2024
Added 42.44%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
13,188
shares
|
$2.85 Million
0.77% of portfolio
|
Q3 2024
Added 0.73%
|