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 1,443 institutions that hold shares in the stock, with a total of 88.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
15,767,490
shares
|
$2.96 Billion
0.29% of portfolio
|
Q1 2024
Added 46.88%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
4,261,605
shares
|
$801 Million
2.2% of portfolio
|
Q1 2024
Reduced 47.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,164,442
shares
|
$782 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
3,534,864
shares
|
$664 Million
2.22% of portfolio
|
Q1 2024
Added 6.5%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
3,036,974
shares
|
$571 Million
0.79% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,173,390
shares
|
$408 Million
0.16% of portfolio
|
Q1 2024
Reduced 15.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,570,561
shares
|
$295 Million
0.07% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,527,881
shares
|
$287 Million
0.07% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,479,027
shares
|
$278 Million
0.05% of portfolio
|
Q1 2024
Reduced 26.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
1,437,525
shares
|
$270 Million
4.15% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
1,266,835
shares
|
$238 Million
0.36% of portfolio
|
Q1 2024
Added 4.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,133,135
shares
|
$213 Million
0.12% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,031,246
shares
|
$194 Million
0.14% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
885,528
shares
|
$166 Million
4.38% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
753,095
shares
|
$142 Million
5.99% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
748,331
shares
|
$141 Million
0.23% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
726,504
shares
|
$137 Million
0.04% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
723,260
shares
|
$136 Million
0.32% of portfolio
|
Q1 2024
Reduced 22.69%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
685,765
shares
|
$129 Million
0.94% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
679,484
shares
|
$128 Million
0.4% of portfolio
|
Q1 2024
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$117 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
617,250
shares
|
$116 Million
0.2% of portfolio
|
Q1 2024
Added 2.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
602,463
shares
|
$113 Million
0.28% of portfolio
|
Q1 2024
Added 375.06%
|
|
|
Efficient Advisors, LLC
|
May 09, 2024 Q1 2024 |
597,685
shares
|
$112 Million
7.36% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
553,377
shares
|
$104 Million
2.92% of portfolio
|
Q1 2024
Added 13.35%
|
|