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 $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
400
shares
|
$85,752
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$80,821
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
369
shares
|
$79,106
0.02% of portfolio
|
Q4 2023
Reduced 38.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$78,034
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
358
shares
|
$76,748
0.02% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
342
shares
|
$73,317
0.0% of portfolio
|
Q3 2024
Added 27.61%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
332
shares
|
$71,174
0.01% of portfolio
|
Q3 2024
Reduced 36.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
320
shares
|
$68,601
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
315
shares
|
$67,529
0.01% of portfolio
|
Q1 2024
Reduced 29.69%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$67,315
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$65,385
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$65,385
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
300
shares
|
$64,314
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
295
shares
|
$63,242
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
290
shares
|
$62,170
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
288
shares
|
$61,741
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
285
shares
|
$61,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
277
shares
|
$59,383
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
268
shares
|
$57,453
0.0% of portfolio
|
Q3 2024
Reduced 57.53%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
255
shares
|
$54,666
0.01% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
254
shares
|
$54,452
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$54,023
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
248
shares
|
$53,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
245
shares
|
$52,523
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
240
shares
|
$51,451
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|