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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$755,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
3,460
shares
|
$746,737
0.5% of portfolio
|
Q1 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,453
shares
|
$745,226
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
3,406
shares
|
$735,082
0.27% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
3,379
shares
|
$729,255
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,333
shares
|
$719,328
0.03% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,325
shares
|
$717,601
0.01% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
3,310
shares
|
$714,364
0.07% of portfolio
|
Q3 2024
Reduced 57.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,300
shares
|
$712,206
0.37% of portfolio
|
Q2 2022
Reduced 93.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,298
shares
|
$711,774
0.06% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
3,295
shares
|
$711,126
0.36% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$708,105
0.02% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
3,255
shares
|
$702,494
0.53% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,254
shares
|
$702,278
0.08% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,252
shares
|
$701,846
0.02% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,204
shares
|
$691,487
0.04% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,201
shares
|
$690,839
0.33% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
3,189
shares
|
$688,249
0.25% of portfolio
|
Q1 2024
Added 10.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,184
shares
|
$687,170
0.03% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,182
shares
|
$686,739
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,169
shares
|
$683,933
0.04% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,166
shares
|
$683,286
0.03% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
3,164
shares
|
$682,854
0.58% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,155
shares
|
$680,912
0.31% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
3,152
shares
|
$680,264
0.14% of portfolio
|
Q3 2024
Added 6.63%
|