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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
5,087
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,072
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,069
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
5,060
shares
|
$1.09 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,055
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2022
Added 195.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,043
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,014
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,989
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Added 32.47%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
4,977
shares
|
$1.07 Million
0.69% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
4,961
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,941
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
4,941
shares
|
$1.07 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
4,928
shares
|
$1.06 Million
0.25% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
4,923
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,890
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,885
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
4,856
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2024
Added 72.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,855
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2024
Reduced 98.04%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
4,801
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
4,800
shares
|
$1.04 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,798
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,796
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$1.03 Million
0.56% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,746
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.95%
|