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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,751
shares
|
$1.87 Million
0.53% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
8,714
shares
|
$1.86 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
8,711
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,683
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,618
shares
|
$1.84 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
8,568
shares
|
$1.83 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
8,566
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
8,519
shares
|
$1.82 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,512
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
8,511
shares
|
$1.82 Million
0.35% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
8,439
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
8,436
shares
|
$1.81 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
8,432
shares
|
$1.8 Million
0.43% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
8,408
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,408
shares
|
$1.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
8,396
shares
|
$1.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
8,352
shares
|
$1.79 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,331
shares
|
$1.78 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
8,319
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,304
shares
|
$1.78 Million
0.23% of portfolio
|
Q3 2022
Added 297.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,285
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 75.94%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,280
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2022
Added 19.91%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
8,225
shares
|
$1.76 Million
0.67% of portfolio
|
Q3 2024
Added 36.27%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
8,213
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
8,211
shares
|
$1.76 Million
0.33% of portfolio
|
Q3 2024
Added 1.01%
|