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 1,542 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 $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
295,930
shares
|
$64 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
292,659
shares
|
$63.3 Million
6.43% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
288,529
shares
|
$62.4 Million
17.38% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
284,114
shares
|
$61.4 Million
0.22% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
283,935
shares
|
$61.4 Million
2.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
282,279
shares
|
$61 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
277,892
shares
|
$60.1 Million
2.05% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
276,789
shares
|
$59.8 Million
2.31% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
258,619
shares
|
$55.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
251,089
shares
|
$54.3 Million
0.05% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
247,971
shares
|
$53.6 Million
6.76% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
242,944
shares
|
$52.5 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
241,492
shares
|
$52.2 Million
1.28% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
236,439
shares
|
$51.1 Million
0.71% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
234,422
shares
|
$50.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$50.2 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
230,599
shares
|
$49.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
225,543
shares
|
$48.8 Million
0.07% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
224,362
shares
|
$48.5 Million
6.33% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
222,334
shares
|
$48.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
217,057
shares
|
$46.9 Million
8.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
212,807
shares
|
$46 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
207,389
shares
|
$44.8 Million
1.34% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$44.8 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
204,526
shares
|
$44.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.87%
|