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 1,542 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 $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,685
shares
|
$356,276
0.03% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
1,673
shares
|
$353,739
0.03% of portfolio
|
Q2 2024
Reduced 12.96%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,664
shares
|
$351,836
0.07% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,661
shares
|
$351,201
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,660
shares
|
$350,990
0.15% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,656
shares
|
$350,144
0.1% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,651
shares
|
$349,087
0.03% of portfolio
|
Q2 2024
Reduced 11.09%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
1,646
shares
|
$348,030
0.12% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,646
shares
|
$348,030
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,643
shares
|
$347,395
0.11% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
1,642
shares
|
$347,184
0.26% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
1,638
shares
|
$346,338
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,637
shares
|
$346,127
0.03% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,631
shares
|
$344,858
0.02% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,628
shares
|
$344,224
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,625
shares
|
$343,590
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
1,615
shares
|
$341,475
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,608
shares
|
$339,995
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
1,608
shares
|
$339,995
0.69% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,605
shares
|
$339,361
0.05% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$338,304
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$337,458
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$336,823
0.06% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,588
shares
|
$335,766
0.13% of portfolio
|
Q3 2023
Reduced 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$335,343
0.01% of portfolio
|
Q4 2023
Added 6.66%
|