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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,001
shares
|
$863,495
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,940
shares
|
$850,330
0.11% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,928
shares
|
$847,740
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
3,927
shares
|
$847,525
0.04% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,916
shares
|
$845,151
0.16% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
3,910
shares
|
$843,856
0.05% of portfolio
|
Q2 2024
Added 19.75%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,906
shares
|
$842,992
0.0% of portfolio
|
Q3 2024
Reduced 49.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,903
shares
|
$842,345
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,897
shares
|
$841,050
0.43% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
3,893
shares
|
$840,187
0.46% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
3,879
shares
|
$837,165
0.1% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,873
shares
|
$835,870
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,860
shares
|
$833,065
0.17% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,855
shares
|
$831,986
0.13% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,843
shares
|
$829,396
0.07% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
3,808
shares
|
$821,842
0.37% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$819,900
0.47% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
3,768
shares
|
$813,209
0.33% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,765
shares
|
$812,562
0.16% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,759
shares
|
$811,267
0.49% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,753
shares
|
$809,972
0.18% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$809,756
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
3,718
shares
|
$802,418
0.15% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
3,714
shares
|
$801,555
0.42% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
3,713
shares
|
$801,339
0.12% of portfolio
|
Q3 2024
Added 0.05%
|