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 1,687 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,382
shares
|
$891,605
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,381
shares
|
$891,402
0.12% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
4,369
shares
|
$888,960
0.23% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
4,366
shares
|
$888,350
0.36% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
4,352
shares
|
$885,501
0.08% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
4,351
shares
|
$885,297
0.06% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,327
shares
|
$880,414
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
4,294
shares
|
$873,700
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
4,286
shares
|
$872,072
0.25% of portfolio
|
Q4 2024
Added 66.0%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,285
shares
|
$871,868
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,275
shares
|
$869,834
0.04% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
4,275
shares
|
$869,834
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,258
shares
|
$866,375
0.05% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,257
shares
|
$866,171
0.17% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,251
shares
|
$864,950
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
4,251
shares
|
$864,950
0.66% of portfolio
|
Q4 2022
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,219
shares
|
$858,439
0.37% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,207
shares
|
$855,998
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,199
shares
|
$854,370
0.06% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,199
shares
|
$854,370
0.03% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
4,151
shares
|
$844,603
0.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,129
shares
|
$840,127
0.27% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
4,111
shares
|
$836,465
0.21% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
4,111
shares
|
$836,465
0.08% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,109
shares
|
$836,058
0.74% of portfolio
|
Q4 2024
Reduced 5.02%
|