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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,345
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
7,305
shares
|
$1.56 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
7,237
shares
|
$1.55 Million
0.26% of portfolio
|
Q3 2024
Reduced 72.44%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
7,228
shares
|
$1.55 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
7,228
shares
|
$1.55 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,221
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
7,189
shares
|
$1.54 Million
1.12% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
7,188
shares
|
$1.54 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
7,184
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,165
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,158
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
7,125
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
7,095
shares
|
$1.52 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,936
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,936
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2024 Q3 2024 |
6,900
shares
|
$1.48 Million
1.06% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
6,893
shares
|
$1.48 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,881
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,880
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 416.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
6,839
shares
|
$1.46 Million
0.22% of portfolio
|
Q3 2024
Reduced 41.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,805
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 265.27%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
6,774
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2024
Added 16.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,770
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,721
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
6,676
shares
|
$1.43 Million
0.77% of portfolio
|
Q3 2024
Added 0.88%
|