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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
2,096
shares
|
$418,026
0.16% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
2,090
shares
|
$416,829
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,089
shares
|
$416,630
0.21% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,086
shares
|
$416,031
0.11% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,085
shares
|
$415,832
0.05% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,084
shares
|
$415,632
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
2,084
shares
|
$415,632
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,079
shares
|
$414,635
0.08% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,076
shares
|
$414,037
0.11% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,072
shares
|
$413,239
0.01% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,072
shares
|
$413,239
0.21% of portfolio
|
Q4 2023
Reduced 9.28%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
2,067
shares
|
$412,242
0.06% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
2,062
shares
|
$411,245
0.3% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,058
shares
|
$410,447
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,057
shares
|
$410,248
0.14% of portfolio
|
Q2 2024
Added 476.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$408,652
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
2,042
shares
|
$407,256
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
2,039
shares
|
$406,658
0.3% of portfolio
|
Q4 2023
Added 48.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,037
shares
|
$406,259
0.23% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
2,030
shares
|
$404,863
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
2,022
shares
|
$403,267
0.04% of portfolio
|
Q1 2024
Added 74.76%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,015
shares
|
$401,871
0.02% of portfolio
|
Q3 2024
Added 59.92%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
2,008
shares
|
$400,475
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$398,880
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$398,880
0.21% of portfolio
|
Q1 2024
New holding
|