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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
32
shares
|
$6,918
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$6,486
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
30
shares
|
$6,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
27
shares
|
$5,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$5,621
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
25
shares
|
$5,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$4,540
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
19
shares
|
$4,107
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,891
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
16
shares
|
$3,459
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$3,243
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
15
shares
|
$3,243
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
15
shares
|
$3,243
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
13
shares
|
$2,810
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
13
shares
|
$2,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$2,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
12
shares
|
$2,594
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
12
shares
|
$2,594
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
12
shares
|
$2,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$2,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
10
shares
|
$2,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
9
shares
|
$1,945
0.0% of portfolio
|
Q4 2021
Reduced 47.06%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
9
shares
|
$1,945
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9
shares
|
$1,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
9
shares
|
$1,945
0.0% of portfolio
|
Q3 2022
New holding
|