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 1,547 institutions that hold shares in the stock, with a total of 92.4 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
9,786
shares
|
$1.94 Million
0.66% of portfolio
|
Q3 2024
Added 73.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,710
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2020
Added 2.07%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
9,705
shares
|
$1.93 Million
0.75% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,700
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,640
shares
|
$1.91 Million
1.6% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,593
shares
|
$1.9 Million
0.65% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
9,576
shares
|
$1.9 Million
0.6% of portfolio
|
Q4 2021
Reduced 5.85%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
9,530
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
9,497
shares
|
$1.88 Million
0.51% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
9,425
shares
|
$1.87 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
9,384
shares
|
$1.86 Million
0.39% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,366
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
9,361
shares
|
$1.86 Million
0.56% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
9,281
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,257
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
9,241
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 48.09%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
9,236
shares
|
$1.83 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
9,188
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
9,138
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
9,116
shares
|
$1.81 Million
0.14% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
9,105
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,059
shares
|
$1.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
9,029
shares
|
$1.79 Million
0.87% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,914
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,877
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2024
Added 4.83%
|