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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,137
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,132
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,109
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
6,077
shares
|
$1.31 Million
0.88% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,055
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,054
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,041
shares
|
$1.3 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,012
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,975
shares
|
$1.29 Million
0.22% of portfolio
|
Q3 2024
Reduced 25.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,918
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5,918
shares
|
$1.28 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
5,899
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,865
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2023
Reduced 25.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,864
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
5,864
shares
|
$1.27 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
5,840
shares
|
$1.26 Million
0.6% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,774
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Added 26.02%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
5,739
shares
|
$1.24 Million
0.89% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
5,715
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2022
Reduced 0.44%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,686
shares
|
$1.23 Million
0.76% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
5,671
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,609
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,584
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
5,571
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Added 1.72%
|