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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
3,145
shares
|
$678,753
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,144
shares
|
$678,538
0.03% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,126
shares
|
$674,653
0.06% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,124
shares
|
$674,221
0.02% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,097
shares
|
$668,394
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
3,096
shares
|
$668,178
0.07% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
3,087
shares
|
$666,236
0.04% of portfolio
|
Q2 2024
Reduced 50.27%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
3,085
shares
|
$665,804
0.32% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,078
shares
|
$664,293
0.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
3,075
shares
|
$663,646
0.07% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,058
shares
|
$659,977
0.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
3,049
shares
|
$658,035
0.04% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
3,046
shares
|
$657,387
0.13% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$656,740
1.62% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
3,035
shares
|
$655,013
0.39% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,012
shares
|
$650,049
0.17% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,008
shares
|
$649,186
0.31% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,976
shares
|
$642,280
0.03% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
2,965
shares
|
$639,906
0.45% of portfolio
|
Q3 2024
Added 58.98%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
2,953
shares
|
$637,316
0.72% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,946
shares
|
$635,805
0.28% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
2,941
shares
|
$634,726
0.04% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
2,925
shares
|
$631,273
0.3% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,920
shares
|
$630,194
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,913
shares
|
$628,683
0.06% of portfolio
|
Q3 2024
Reduced 1.59%
|