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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,470
shares
|
$310,816
0.05% of portfolio
|
Q3 2024
Reduced 73.74%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,465
shares
|
$309,759
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,464
shares
|
$309,548
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,464
shares
|
$309,548
0.06% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,461
shares
|
$308,913
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
1,460
shares
|
$308,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,458
shares
|
$308,279
0.16% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,450
shares
|
$306,588
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$304,262
0.0% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,435
shares
|
$303,416
0.08% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
1,433
shares
|
$302,993
0.12% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,426
shares
|
$301,513
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
1,424
shares
|
$301,090
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$300,456
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$299,821
0.02% of portfolio
|
Q4 2023
Added 45.73%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
1,416
shares
|
$299,399
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$298,341
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,410
shares
|
$298,130
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,408
shares
|
$297,707
0.05% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
1,400
shares
|
$296,016
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,398
shares
|
$295,593
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
1,392
shares
|
$294,324
0.08% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,392
shares
|
$294,324
0.07% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
1,388
shares
|
$293,478
0.36% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$293,267
0.03% of portfolio
|
Q3 2024
New holding
|