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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,998
shares
|
$398,481
0.25% of portfolio
|
Q1 2022
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,998
shares
|
$398,481
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,985
shares
|
$395,888
0.02% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,980
shares
|
$394,891
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,978
shares
|
$394,492
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,977
shares
|
$394,292
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,976
shares
|
$394,093
0.02% of portfolio
|
Q2 2022
Reduced 14.09%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,965
shares
|
$391,899
0.0% of portfolio
|
Q3 2024
Added 211.41%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,960
shares
|
$390,902
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,956
shares
|
$390,104
0.1% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,949
shares
|
$388,708
0.03% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
1,943
shares
|
$387,511
0.05% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,939
shares
|
$386,714
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,937
shares
|
$386,315
0.0% of portfolio
|
Q3 2024
Reduced 51.84%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
1,936
shares
|
$386,115
0.13% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
1,933
shares
|
$385,517
0.04% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,932
shares
|
$385,318
0.01% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
1,921
shares
|
$383,124
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
1,920
shares
|
$382,924
0.21% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,919
shares
|
$382,725
0.07% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,902
shares
|
$379,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1,901
shares
|
$379,135
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,899
shares
|
$378,736
0.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,894
shares
|
$377,739
0.01% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
1,892
shares
|
$377,340
0.24% of portfolio
|
Q3 2024
Reduced 35.36%
|