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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$951,218
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$946,058
0.56% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,746
shares
|
$941,891
0.07% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,737
shares
|
$940,105
0.44% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
4,727
shares
|
$938,120
0.13% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,720
shares
|
$936,731
0.25% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$932,365
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,694
shares
|
$931,571
0.02% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,678
shares
|
$928,395
0.09% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,644
shares
|
$921,648
0.01% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
4,634
shares
|
$919,663
0.5% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
4,625
shares
|
$917,877
0.05% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$911,923
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
4,570
shares
|
$906,962
0.69% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,556
shares
|
$904,183
0.64% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
4,545
shares
|
$902,000
0.09% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,545
shares
|
$902,000
0.02% of portfolio
|
Q3 2024
Added 30.79%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$902,000
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
4,536
shares
|
$900,214
0.43% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,526
shares
|
$898,229
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,521
shares
|
$897,237
0.25% of portfolio
|
Q3 2024
Added 46.45%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,501
shares
|
$893,268
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
4,457
shares
|
$884,536
0.24% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
4,446
shares
|
$882,353
0.36% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
4,433
shares
|
$879,773
0.22% of portfolio
|
Q3 2024
Reduced 3.02%
|