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 $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
8,211
shares
|
$1.77 Million
0.33% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
8,156
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
8,028
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,982
shares
|
$1.72 Million
0.23% of portfolio
|
Q4 2022
Added 68.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,941
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
7,933
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,912
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,906
shares
|
$1.71 Million
0.79% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,889
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
7,884
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,844
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2024
Added 103.21%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
7,822
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
7,815
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,802
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
7,798
shares
|
$1.68 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
7,737
shares
|
$1.67 Million
0.5% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
7,671
shares
|
$1.66 Million
0.67% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,664
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
7,660
shares
|
$1.65 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
7,656
shares
|
$1.65 Million
0.32% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
7,652
shares
|
$1.65 Million
0.26% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
7,482
shares
|
$1.61 Million
0.75% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
7,466
shares
|
$1.61 Million
0.42% of portfolio
|
Q1 2024
Added 135.82%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
7,428
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
7,400
shares
|
$1.6 Million
1.39% of portfolio
|
Q3 2024
Reduced 24.34%
|