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 1,540 institutions that hold shares in the stock, with a total of 93.4 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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
51,628
shares
|
$11 Million
0.03% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
51,343
shares
|
$11 Million
0.71% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
50,970
shares
|
$10.9 Million
0.22% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
50,798
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2024
Added 1722.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
50,655
shares
|
$10.8 Million
0.3% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,501
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
50,051
shares
|
$10.7 Million
1.87% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
49,738
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$10.5 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
48,581
shares
|
$10.4 Million
3.61% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
48,353
shares
|
$10.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
47,984
shares
|
$10.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
47,970
shares
|
$10.3 Million
6.94% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
47,810
shares
|
$10.2 Million
0.69% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
47,703
shares
|
$10.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
47,563
shares
|
$10.2 Million
4.89% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
46,990
shares
|
$10.1 Million
2.42% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
45,451
shares
|
$9.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
45,176
shares
|
$9.67 Million
1.13% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
45,032
shares
|
$9.64 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
45,026
shares
|
$9.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
44,985
shares
|
$9.63 Million
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$9.58 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
44,531
shares
|
$9.53 Million
0.08% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$9.43 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|