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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$335,343
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,584
shares
|
$334,920
0.04% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
1,584
shares
|
$334,920
0.12% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,583
shares
|
$334,709
0.02% of portfolio
|
Q2 2023
Reduced 3.77%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,582
shares
|
$334,498
0.01% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,581
shares
|
$334,286
0.09% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
1,575
shares
|
$333,018
0.14% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$332,383
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,565
shares
|
$330,903
0.09% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$326,886
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,538
shares
|
$325,194
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,536
shares
|
$324,771
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,534
shares
|
$324,348
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,531
shares
|
$323,714
0.03% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
1,527
shares
|
$322,868
0.18% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$322,446
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,514
shares
|
$320,120
0.25% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,503
shares
|
$317,794
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
1,500
shares
|
$317,160
0.03% of portfolio
|
Q2 2021
Reduced 4.03%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,499
shares
|
$316,948
0.26% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
1,498
shares
|
$316,737
0.13% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,481
shares
|
$313,142
0.03% of portfolio
|
Q4 2023
Reduced 0.87%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,478
shares
|
$312,508
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,475
shares
|
$311,874
0.04% of portfolio
|
Q2 2024
Added 26.61%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,473
shares
|
$311,451
0.05% of portfolio
|
Q3 2024
Reduced 27.01%
|