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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$272,123
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
1,283
shares
|
$271,277
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,283
shares
|
$271,277
0.05% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,271
shares
|
$268,740
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,270
shares
|
$268,528
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,265
shares
|
$267,471
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,262
shares
|
$266,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,262
shares
|
$266,837
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,259
shares
|
$266,202
0.06% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$264,300
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$263,031
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Better Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,242
shares
|
$262,608
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,238
shares
|
$261,762
0.09% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,237
shares
|
$261,551
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,230
shares
|
$260,071
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,227
shares
|
$259,436
0.08% of portfolio
|
Q3 2024
Added 498.54%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,220
shares
|
$257,956
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,220
shares
|
$257,956
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,215
shares
|
$256,899
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,215
shares
|
$256,899
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,211
shares
|
$256,053
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,209
shares
|
$255,630
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,209
shares
|
$255,630
0.07% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,207
shares
|
$255,208
0.0% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
1,194
shares
|
$252,459
0.03% of portfolio
|
Q3 2024
Reduced 6.94%
|