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 1,709 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
32,638
shares
|
$6.16 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
32,500
shares
|
$6.14 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
32,496
shares
|
$6.14 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
32,490
shares
|
$6.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
32,392
shares
|
$6.12 Million
1.24% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
32,187
shares
|
$6.08 Million
0.92% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
31,803
shares
|
$6 Million
4.38% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
31,761
shares
|
$6 Million
0.76% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
31,683
shares
|
$5.98 Million
0.15% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$5.89 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
30,402
shares
|
$5.74 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
30,191
shares
|
$5.7 Million
0.76% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
29,847
shares
|
$5.64 Million
2.01% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
29,580
shares
|
$5.58 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
29,536
shares
|
$5.58 Million
0.41% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
29,501
shares
|
$5.57 Million
0.57% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
29,183
shares
|
$5.51 Million
0.82% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$5.46 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
28,818
shares
|
$5.44 Million
1.66% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
28,802
shares
|
$5.44 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
28,629
shares
|
$5.41 Million
3.42% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
28,509
shares
|
$5.38 Million
2.93% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
27,597
shares
|
$5.21 Million
3.45% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
27,525
shares
|
$5.2 Million
0.22% of portfolio
|
Q4 2024
Added 24.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,525
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Added 6.43%
|