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 |
|---|---|---|---|---|---|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,194
shares
|
$252,459
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,193
shares
|
$252,247
0.09% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,190
shares
|
$251,613
0.05% of portfolio
|
Q2 2024
Reduced 42.32%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$251,613
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$251,613
0.05% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,189
shares
|
$251,402
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
1,181
shares
|
$249,710
0.05% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,180
shares
|
$249,499
0.09% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
1,178
shares
|
$249,076
0.09% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
1,175
shares
|
$248,442
0.03% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
1,175
shares
|
$248,442
0.18% of portfolio
|
Q3 2024
Reduced 31.73%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
1,169
shares
|
$247,173
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
1,165
shares
|
$246,327
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$245,270
0.04% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
1,157
shares
|
$244,636
0.06% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,155
shares
|
$244,213
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,155
shares
|
$244,213
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
1,154
shares
|
$244,001
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
1,154
shares
|
$244,001
0.15% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,145
shares
|
$242,098
0.12% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,143
shares
|
$241,675
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,140
shares
|
$241,041
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,138
shares
|
$240,618
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,135
shares
|
$239,984
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,133
shares
|
$239,561
0.06% of portfolio
|
Q3 2024
Added 2.44%
|