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 1,544 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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
11,994
shares
|
$2.38 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11,942
shares
|
$2.37 Million
0.16% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,886
shares
|
$2.36 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,883
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
11,849
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
11,819
shares
|
$2.35 Million
0.87% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
11,759
shares
|
$2.33 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
11,749
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,630
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,619
shares
|
$2.31 Million
1.1% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
11,586
shares
|
$2.3 Million
0.71% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
11,547
shares
|
$2.29 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
11,540
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,438
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
11,193
shares
|
$2.22 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,179
shares
|
$2.22 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
11,134
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
11,118
shares
|
$2.21 Million
1.31% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
11,091
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Added 419.24%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,020
shares
|
$2.19 Million
2.61% of portfolio
|
Q3 2022
Added 837.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,015
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,994
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,983
shares
|
$2.18 Million
0.74% of portfolio
|
Q3 2024
Added 31.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,944
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2024
Added 0.94%
|