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 |
|---|---|---|---|---|---|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,737
shares
|
$1.02 Million
0.44% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
4,727
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,720
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$1.01 Million
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,694
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,644
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
4,634
shares
|
$1 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
4,625
shares
|
$998,167
0.05% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$991,692
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
4,570
shares
|
$986,297
0.69% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,556
shares
|
$983,275
0.64% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
4,545
shares
|
$980,901
0.09% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,545
shares
|
$980,901
0.02% of portfolio
|
Q3 2024
Added 30.79%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$980,901
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
4,536
shares
|
$978,959
0.43% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,526
shares
|
$976,801
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,521
shares
|
$975,722
0.25% of portfolio
|
Q3 2024
Added 46.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,501
shares
|
$971,405
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
4,457
shares
|
$961,909
0.24% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
4,446
shares
|
$959,535
0.36% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
4,433
shares
|
$956,730
0.22% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,432
shares
|
$956,514
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
4,400
shares
|
$949,608
0.1% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,394
shares
|
$948,313
0.31% of portfolio
|
Q3 2024
Reduced 34.45%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,392
shares
|
$947,881
0.03% of portfolio
|
Q3 2024
Added 218.95%
|