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 1,625 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
55
shares
|
$11,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
55
shares
|
$11,188
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
55
shares
|
$11,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
55
shares
|
$11,188
0.01% of portfolio
|
Q4 2018
Added 816.67%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
54
shares
|
$10,985
0.01% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
52
shares
|
$10,578
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
52
shares
|
$10,578
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
52
shares
|
$10,578
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
51
shares
|
$10,374
0.0% of portfolio
|
Q4 2023
Reduced 42.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
50
shares
|
$10,171
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$10,171
0.01% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
50
shares
|
$10,171
0.01% of portfolio
|
Q3 2024
Reduced 66.22%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
49
shares
|
$9,968
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
48
shares
|
$9,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
48
shares
|
$9,764
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
46
shares
|
$9,357
0.0% of portfolio
|
Q3 2023
Reduced 47.13%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
40
shares
|
$8,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39
shares
|
$7,933
0.0% of portfolio
|
Q4 2023
Added 14.71%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
37
shares
|
$7,526
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
37
shares
|
$7,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
36
shares
|
$7,323
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
36
shares
|
$7,323
0.0% of portfolio
|
Q3 2024
Reduced 72.52%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
36
shares
|
$7,323
0.01% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$7,120
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
35
shares
|
$7,120
0.0% of portfolio
|
Q3 2021
Reduced 88.22%
|