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 1,709 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,384
shares
|
$263,998
0.19% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,380
shares
|
$263,235
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,380
shares
|
$263,235
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
1,376
shares
|
$262,472
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$261,899
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
1,360
shares
|
$259,420
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
1,353
shares
|
$258,084
0.37% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
1,352
shares
|
$257,894
0.04% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
1,343
shares
|
$256,177
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,341
shares
|
$255,795
0.05% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,330
shares
|
$253,697
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
1,323
shares
|
$252,362
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
1,316
shares
|
$251,027
0.14% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,315
shares
|
$250,836
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,314
shares
|
$250,645
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,312
shares
|
$250,264
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
1,312
shares
|
$250,264
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,310
shares
|
$249,882
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,308
shares
|
$249,501
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,308
shares
|
$249,501
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$249,310
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,304
shares
|
$248,738
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,291
shares
|
$246,258
0.0% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,290
shares
|
$246,067
0.02% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,289
shares
|
$245,876
0.17% of portfolio
|
Q4 2024
Reduced 0.77%
|