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 1,687 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
13,629
shares
|
$2.77 Million
1.42% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,606
shares
|
$2.77 Million
0.16% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
13,568
shares
|
$2.76 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,423
shares
|
$2.73 Million
3.41% of portfolio
|
Q1 2023
Reduced 69.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
13,408
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
13,389
shares
|
$2.72 Million
1.1% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
13,257
shares
|
$2.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,141
shares
|
$2.67 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
13,116
shares
|
$2.67 Million
0.6% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,050
shares
|
$2.66 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
12,998
shares
|
$2.64 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
12,958
shares
|
$2.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,893
shares
|
$2.62 Million
0.11% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
12,877
shares
|
$2.62 Million
0.73% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
12,872
shares
|
$2.62 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,871
shares
|
$2.62 Million
0.85% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,738
shares
|
$2.59 Million
0.13% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
12,655
shares
|
$2.57 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
12,632
shares
|
$2.57 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
12,620
shares
|
$2.57 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
12,517
shares
|
$2.55 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,445
shares
|
$2.53 Million
0.18% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
12,428
shares
|
$2.53 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,405
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
12,393
shares
|
$2.52 Million
1.78% of portfolio
|
Q4 2024
Added 2.71%
|