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 1,543 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$8.8 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
44,021
shares
|
$8.79 Million
3.76% of portfolio
|
Q2 2024
Added 11.94%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
43,715
shares
|
$8.73 Million
1.34% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
42,863
shares
|
$8.56 Million
3.62% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
42,553
shares
|
$8.5 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
42,443
shares
|
$8.47 Million
0.24% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
42,288
shares
|
$8.44 Million
0.69% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
41,563
shares
|
$8.3 Million
2.32% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
41,298
shares
|
$8.25 Million
6.21% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
40,469
shares
|
$8.08 Million
2.23% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
40,447
shares
|
$8.08 Million
0.64% of portfolio
|
Q2 2024
Added 7.45%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
40,265
shares
|
$8.04 Million
1.63% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
39,904
shares
|
$7.97 Million
3.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
39,667
shares
|
$7.92 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
39,625
shares
|
$7.91 Million
5.46% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
39,381
shares
|
$7.86 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
39,371
shares
|
$7.86 Million
2.95% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,278
shares
|
$7.84 Million
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
39,234
shares
|
$7.83 Million
5.73% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
39,188
shares
|
$7.82 Million
0.83% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$7.81 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
38,946
shares
|
$7.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.75 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
38,815
shares
|
$7.75 Million
0.22% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
38,811
shares
|
$7.75 Million
0.38% of portfolio
|
Q3 2024
Added 6.9%
|