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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,382
shares
|
$945,723
0.15% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,381
shares
|
$945,507
0.12% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
4,369
shares
|
$942,917
0.45% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,348
shares
|
$938,385
0.04% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,326
shares
|
$933,637
0.8% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,310
shares
|
$930,184
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,301
shares
|
$928,241
0.04% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,285
shares
|
$924,788
0.01% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,285
shares
|
$924,788
0.19% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
4,278
shares
|
$923,277
0.12% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,275
shares
|
$922,630
0.04% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,258
shares
|
$918,961
0.05% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
4,251
shares
|
$917,450
0.68% of portfolio
|
Q4 2022
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,232
shares
|
$913,350
0.22% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,207
shares
|
$907,954
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
4,207
shares
|
$907,954
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
4,199
shares
|
$906,228
0.06% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,162
shares
|
$898,242
0.0% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
4,093
shares
|
$883,351
0.43% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$880,545
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,063
shares
|
$876,876
0.42% of portfolio
|
Q1 2023
Reduced 14.14%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
4,040
shares
|
$871,912
0.22% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,023
shares
|
$868,243
0.24% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,017
shares
|
$866,948
0.21% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,016
shares
|
$866,733
0.09% of portfolio
|
Q3 2024
Added 3.08%
|