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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
71,023
shares
|
$15.4 Million
2.7% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
70,852
shares
|
$15.3 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
70,799
shares
|
$15.3 Million
0.29% of portfolio
|
Q2 2024
Added 26.78%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$15.2 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
69,701
shares
|
$15.1 Million
0.79% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
69,488
shares
|
$15 Million
2.11% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
69,421
shares
|
$15 Million
5.97% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
69,011
shares
|
$14.9 Million
7.03% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
68,714
shares
|
$14.9 Million
5.89% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
68,575
shares
|
$14.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
68,424
shares
|
$14.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
67,986
shares
|
$14.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
67,862
shares
|
$14.7 Million
4.81% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
67,537
shares
|
$14.6 Million
1.28% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
67,085
shares
|
$14.5 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
66,992
shares
|
$14.5 Million
0.75% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$14.1 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
65,035
shares
|
$14.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$14 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
64,518
shares
|
$13.9 Million
1.42% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
63,764
shares
|
$13.8 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
63,663
shares
|
$13.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
63,594
shares
|
$13.7 Million
1.39% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hillman CO
|
Oct 21, 2024 Q3 2024 |
63,100
shares
|
$13.6 Million
6.55% of portfolio
|
Q1 2024
Added 135.2%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
62,593
shares
|
$13.5 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.53%
|