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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
12,345
shares
|
$2.51 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
12,343
shares
|
$2.51 Million
0.31% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,238
shares
|
$2.49 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,231
shares
|
$2.49 Million
0.8% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
12,207
shares
|
$2.48 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
12,175
shares
|
$2.48 Million
0.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,158
shares
|
$2.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,071
shares
|
$2.46 Million
0.08% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
12,064
shares
|
$2.45 Million
0.89% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
12,045
shares
|
$2.45 Million
2.58% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
11,987
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
11,900
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 240.0%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,880
shares
|
$2.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
11,776
shares
|
$2.4 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,768
shares
|
$2.39 Million
0.2% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
11,724
shares
|
$2.39 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,655
shares
|
$2.37 Million
0.25% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,645
shares
|
$2.37 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
11,554
shares
|
$2.35 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,535
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
11,351
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
11,189
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 35.05%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
11,178
shares
|
$2.27 Million
1.27% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
11,102
shares
|
$2.26 Million
0.84% of portfolio
|
Q4 2024
New holding
|