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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,742
shares
|
$592,820
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
2,742
shares
|
$592,820
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,740
shares
|
$592,388
0.37% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
2,720
shares
|
$588,064
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
2,719
shares
|
$587,847
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
2,717
shares
|
$587,415
0.04% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
2,717
shares
|
$587,415
0.85% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
2,712
shares
|
$586,334
0.42% of portfolio
|
Q3 2024
Added 459.18%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,712
shares
|
$586,334
0.3% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,674
shares
|
$578,118
0.16% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,671
shares
|
$577,470
0.16% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,671
shares
|
$577,470
0.45% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,660
shares
|
$575,092
0.08% of portfolio
|
Q2 2022
Reduced 27.32%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
2,652
shares
|
$573,362
0.36% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
2,652
shares
|
$573,362
0.23% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,651
shares
|
$573,146
0.19% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
2,647
shares
|
$572,281
0.21% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
2,642
shares
|
$571,200
0.19% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
2,641
shares
|
$570,984
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
2,633
shares
|
$569,254
0.07% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,632
shares
|
$569,038
0.02% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,617
shares
|
$565,795
0.31% of portfolio
|
Q3 2023
Added 3.97%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
2,602
shares
|
$562,552
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,600
shares
|
$562,120
0.01% of portfolio
|
Q3 2024
Added 43.25%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
2,589
shares
|
$559,741
0.34% of portfolio
|
Q3 2024
Added 11.5%
|