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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
3,713
shares
|
$737,104
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,711
shares
|
$736,707
0.09% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,704
shares
|
$735,318
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,701
shares
|
$734,722
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,695
shares
|
$733,531
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,673
shares
|
$729,163
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,667
shares
|
$727,972
0.14% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,665
shares
|
$727,575
0.04% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
3,615
shares
|
$717,649
0.22% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
3,599
shares
|
$714,473
0.65% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,587
shares
|
$712,091
0.03% of portfolio
|
Q3 2024
Reduced 21.44%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,578
shares
|
$710,304
0.21% of portfolio
|
Q2 2022
Reduced 3.32%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
3,576
shares
|
$709,907
0.37% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,569
shares
|
$708,517
0.18% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
3,556
shares
|
$705,937
0.1% of portfolio
|
Q3 2024
Added 37.24%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
3,550
shares
|
$704,746
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,547
shares
|
$704,150
0.43% of portfolio
|
Q3 2024
Added 38.66%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,543
shares
|
$703,356
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,543
shares
|
$703,356
0.13% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,535
shares
|
$701,768
0.05% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,526
shares
|
$699,981
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
3,515
shares
|
$697,797
0.0% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,510
shares
|
$696,805
0.04% of portfolio
|
Q4 2023
Reduced 28.03%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
3,510
shares
|
$696,805
0.23% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
3,501
shares
|
$695,018
0.07% of portfolio
|
Q3 2024
New holding
|