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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,141
shares
|
$2.81 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
13,137
shares
|
$2.81 Million
0.32% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
13,079
shares
|
$2.8 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
12,980
shares
|
$2.78 Million
0.47% of portfolio
|
Q4 2023
Added 6.41%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
12,802
shares
|
$2.74 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,792
shares
|
$2.74 Million
0.62% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,720
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
12,688
shares
|
$2.72 Million
0.99% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,657
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
12,647
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
12,638
shares
|
$2.7 Million
0.95% of portfolio
|
Q3 2024
Added 36.55%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
12,616
shares
|
$2.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,521
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
12,401
shares
|
$2.65 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,376
shares
|
$2.65 Million
0.15% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,374
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
12,348
shares
|
$2.64 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
12,210
shares
|
$2.61 Million
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
12,208
shares
|
$2.61 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
12,158
shares
|
$2.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
12,133
shares
|
$2.6 Million
0.3% of portfolio
|
Q3 2024
Added 174.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,109
shares
|
$2.59 Million
0.12% of portfolio
|
Q3 2024
Added 434.38%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
12,066
shares
|
$2.58 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
11,994
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11,942
shares
|
$2.56 Million
0.16% of portfolio
|
Q3 2024
Added 12.88%
|