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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
5,646
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,609
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,584
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
5,571
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
5,553
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
5,510
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,487
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
5,480
shares
|
$1.09 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
5,470
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
5,466
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,438
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,434
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,429
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
5,403
shares
|
$1.07 Million
0.32% of portfolio
|
Q2 2024
Added 308.39%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,373
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,370
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
5,355
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
5,344
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
5,330
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,326
shares
|
$1.06 Million
0.78% of portfolio
|
Q4 2023
Reduced 4.24%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,296
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
5,282
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 94.42%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
5,265
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
5,258
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
5,211
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.11%
|