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 1,585 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,445,376
shares
|
$3.78 Billion
0.31% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,817,544
shares
|
$783 Million
2.2% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,756,951
shares
|
$770 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,697,782
shares
|
$758 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,382,526
shares
|
$489 Million
0.49% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,920,384
shares
|
$394 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,628,298
shares
|
$334 Million
0.07% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,607,845
shares
|
$330 Million
0.07% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,548,368
shares
|
$318 Million
0.94% of portfolio
|
Q3 2024
Added 655.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$298 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,287,672
shares
|
$264 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,230,640
shares
|
$252 Million
0.11% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,224,131
shares
|
$251 Million
8.81% of portfolio
|
Q4 2024
Added 42.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,034,964
shares
|
$212 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
858,328
shares
|
$176 Million
2.22% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
822,212
shares
|
$169 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
792,026
shares
|
$162 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
786,533
shares
|
$161 Million
0.04% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
743,017
shares
|
$152 Million
0.85% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
715,144
shares
|
$147 Million
0.43% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
713,250
shares
|
$146 Million
1.04% of portfolio
|
Q4 2024
Added 19718.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
698,027
shares
|
$143 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
669,059
shares
|
$137 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
639,545
shares
|
$131 Million
0.19% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
635,026
shares
|
$130 Million
0.29% of portfolio
|
Q3 2024
Added 4.76%
|