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 1,701 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 $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
513
shares
|
$101,466
0.02% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
511
shares
|
$101,070
0.01% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
506
shares
|
$100,081
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
503
shares
|
$99,488
0.04% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
502
shares
|
$99,290
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
497
shares
|
$98,301
0.02% of portfolio
|
Q2 2024
Added 197.6%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
490
shares
|
$96,917
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
478
shares
|
$94,543
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
477
shares
|
$94,345
0.0% of portfolio
|
Q4 2024
Added 264.12%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
473
shares
|
$93,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
467
shares
|
$92,367
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
449
shares
|
$88,807
0.05% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
434
shares
|
$85,840
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
433
shares
|
$85,643
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
432
shares
|
$85,445
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
429
shares
|
$84,851
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
422
shares
|
$83,467
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
420
shares
|
$83,071
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
404
shares
|
$79,907
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$79,116
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
400
shares
|
$79,116
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
399
shares
|
$78,918
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
398
shares
|
$78,720
0.04% of portfolio
|
Q4 2024
Reduced 64.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$78,324
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
388
shares
|
$76,742
0.0% of portfolio
|
Q4 2024
Added 823.81%
|