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 |
|---|---|---|---|---|---|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
38,777
shares
|
$7.74 Million
2.93% of portfolio
|
Q3 2024
Added 68.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.74 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,437
shares
|
$7.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 43.15%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
37,811
shares
|
$7.55 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,506
shares
|
$7.49 Million
0.14% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
37,419
shares
|
$7.47 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
37,391
shares
|
$7.47 Million
0.14% of portfolio
|
Q3 2024
Added 37291.0%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
37,170
shares
|
$7.42 Million
0.46% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
36,673
shares
|
$7.32 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
36,389
shares
|
$7.27 Million
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
36,348
shares
|
$7.26 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
36,300
shares
|
$7.25 Million
1.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.23 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
36,184
shares
|
$7.22 Million
0.73% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
35,724
shares
|
$7.13 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
35,704
shares
|
$7.13 Million
1.5% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
35,261
shares
|
$7.04 Million
5.42% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
35,023
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35,017
shares
|
$6.99 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$6.99 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
34,944
shares
|
$6.98 Million
0.07% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
34,898
shares
|
$6.97 Million
6.32% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
34,457
shares
|
$6.88 Million
2.63% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
34,385
shares
|
$6.86 Million
0.08% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
34,286
shares
|
$6.85 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.19%
|