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 |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
6,669
shares
|
$1.43 Million
0.74% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,657
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,656
shares
|
$1.42 Million
0.09% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,597
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Added 165.79%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
6,575
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,500
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2024
Added 82.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
6,492
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,465
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
6,406
shares
|
$1.37 Million
0.52% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,385
shares
|
$1.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,370
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
6,333
shares
|
$1.36 Million
0.55% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
6,328
shares
|
$1.35 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,319
shares
|
$1.35 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
6,313
shares
|
$1.35 Million
0.29% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,298
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
6,296
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
6,252
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,197
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
6,186
shares
|
$1.32 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,148
shares
|
$1.32 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
6,144
shares
|
$1.31 Million
0.88% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,137
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,132
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.71%
|