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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,129
shares
|
$238,715
0.02% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
1,126
shares
|
$238,081
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$236,389
0.0% of portfolio
|
Q3 2024
Reduced 70.31%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,117
shares
|
$236,178
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,116
shares
|
$235,967
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
1,116
shares
|
$235,967
0.01% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$234,486
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$233,852
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,106
shares
|
$233,852
0.01% of portfolio
|
Q2 2024
Added 111.07%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,106
shares
|
$233,852
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
1,100
shares
|
$232,584
0.07% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,100
shares
|
$232,584
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,099
shares
|
$232,372
0.06% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,080
shares
|
$228,355
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,080
shares
|
$228,355
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,079
shares
|
$228,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,078
shares
|
$227,932
0.08% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
1,078
shares
|
$227,932
0.33% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,076
shares
|
$227,509
0.04% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
1,075
shares
|
$227,298
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,073
shares
|
$226,875
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,065
shares
|
$225,183
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,057
shares
|
$223,492
0.05% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
1,047
shares
|
$221,377
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$221,166
0.01% of portfolio
|
Q3 2024
New holding
|