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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
84
shares
|
$18,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
84
shares
|
$18,007
0.01% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
83
shares
|
$17,793
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
83
shares
|
$17,793
0.01% of portfolio
|
Q1 2023
Reduced 2.35%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
83
shares
|
$17,793
0.0% of portfolio
|
Q2 2024
Reduced 20.95%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
82
shares
|
$17,579
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
82
shares
|
$17,579
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$17,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
79
shares
|
$16,936
0.0% of portfolio
|
Q2 2024
Added 9.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
77
shares
|
$16,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
75
shares
|
$16,078
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
75
shares
|
$16,078
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
72
shares
|
$15,435
0.01% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
70
shares
|
$15,006
0.01% of portfolio
|
Q3 2023
Added 34.62%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
68
shares
|
$14,577
0.0% of portfolio
|
Q2 2024
Reduced 64.21%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
66
shares
|
$14,149
0.0% of portfolio
|
Q3 2024
Added 266.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
66
shares
|
$14,149
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$13,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
64
shares
|
$13,720
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
64
shares
|
$13,720
0.01% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$13,505
0.0% of portfolio
|
Q2 2024
Added 800.0%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
63
shares
|
$13,505
0.01% of portfolio
|
Q4 2021
Reduced 55.94%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$13,291
0.0% of portfolio
|
Q4 2023
Reduced 73.95%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
59
shares
|
$12,648
0.0% of portfolio
|
Q3 2022
Reduced 33.71%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
57
shares
|
$12,219
0.0% of portfolio
|
Q3 2024
Added 1.79%
|