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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,888
shares
|
$376,542
0.03% of portfolio
|
Q3 2024
Reduced 50.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,887
shares
|
$376,343
0.01% of portfolio
|
Q3 2023
Reduced 48.53%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,885
shares
|
$375,944
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,884
shares
|
$375,744
0.04% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
1,883
shares
|
$375,545
0.16% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,882
shares
|
$375,346
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
1,878
shares
|
$374,548
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,873
shares
|
$373,551
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,869
shares
|
$372,753
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,869
shares
|
$372,753
0.02% of portfolio
|
Q3 2024
Added 843.94%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
1,865
shares
|
$371,955
0.35% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,860
shares
|
$370,958
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
1,854
shares
|
$369,761
0.08% of portfolio
|
Q1 2024
Added 59.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,852
shares
|
$369,362
0.05% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$368,964
0.06% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
1,849
shares
|
$368,764
0.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$367,169
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$366,171
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,835
shares
|
$365,972
0.01% of portfolio
|
Q4 2022
Reduced 16.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,834
shares
|
$365,772
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,831
shares
|
$365,174
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,827
shares
|
$364,376
0.18% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,819
shares
|
$362,781
0.29% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,816
shares
|
$362,183
0.04% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,811
shares
|
$361,185
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|