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 1,712 institutions that hold shares in the stock, with a total of 95.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,340
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,340
0.0% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,340
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,969
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$2,783
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
15
shares
|
$2,783
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$2,412
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
13
shares
|
$2,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$2,226
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
12
shares
|
$2,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
12
shares
|
$2,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
10
shares
|
$1,855
0.0% of portfolio
|
Q4 2024
Added 840.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
9
shares
|
$1,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9
shares
|
$1,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
9
shares
|
$1,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
8
shares
|
$1,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7
shares
|
$1,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
7
shares
|
$1,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$1,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6
shares
|
$1,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$927
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5
shares
|
$927
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$556
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
3
shares
|
$556
0.01% of portfolio
|
Q4 2024
New holding
|