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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
2,366
shares
|
$471,875
0.32% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$470,678
0.14% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,353
shares
|
$469,282
0.01% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,330
shares
|
$464,695
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,323
shares
|
$463,299
0.23% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
2,303
shares
|
$459,310
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,295
shares
|
$457,714
0.2% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,279
shares
|
$454,523
0.14% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,274
shares
|
$453,526
0.08% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
2,266
shares
|
$451,931
0.31% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,264
shares
|
$451,532
0.23% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,241
shares
|
$446,945
0.0% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
2,241
shares
|
$446,945
0.13% of portfolio
|
Q3 2024
Added 65.88%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
2,224
shares
|
$443,554
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,209
shares
|
$440,562
0.22% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
2,189
shares
|
$436,574
0.08% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,178
shares
|
$434,380
0.0% of portfolio
|
Q3 2024
Reduced 88.49%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
2,159
shares
|
$430,590
0.19% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,156
shares
|
$429,992
0.09% of portfolio
|
Q2 2022
Reduced 50.62%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
2,151
shares
|
$428,995
0.27% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
2,145
shares
|
$427,798
0.25% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,143
shares
|
$427,399
0.02% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,120
shares
|
$422,812
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,118
shares
|
$422,413
0.27% of portfolio
|
Q3 2024
Added 23.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,111
shares
|
$421,017
0.06% of portfolio
|
Q3 2024
Reduced 4.26%
|