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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
1,387
shares
|
$293,267
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$292,844
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
1,384
shares
|
$292,632
0.02% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,383
shares
|
$292,421
0.38% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,379
shares
|
$291,575
0.02% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
1,377
shares
|
$291,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,376
shares
|
$290,941
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,375
shares
|
$290,730
0.02% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,373
shares
|
$290,307
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$290,307
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
1,373
shares
|
$290,307
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,349
shares
|
$285,232
0.03% of portfolio
|
Q3 2024
Added 57.78%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,348
shares
|
$285,021
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,338
shares
|
$282,906
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,330
shares
|
$281,215
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
1,323
shares
|
$279,735
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,315
shares
|
$278,043
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
1,310
shares
|
$276,986
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
1,308
shares
|
$276,563
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$276,352
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,305
shares
|
$275,929
0.14% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$274,872
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1,300
shares
|
$274,872
0.06% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,299
shares
|
$274,660
0.18% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,290
shares
|
$272,757
0.03% of portfolio
|
Q3 2024
Added 16.43%
|