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 1,559 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
1,841
shares
|
$376,687
0.72% of portfolio
|
Q4 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$375,663
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,835
shares
|
$375,459
0.01% of portfolio
|
Q4 2022
Reduced 16.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,834
shares
|
$375,254
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,832
shares
|
$374,845
0.18% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,831
shares
|
$374,640
0.05% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,819
shares
|
$372,185
0.29% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,816
shares
|
$371,571
0.04% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,811
shares
|
$370,548
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,811
shares
|
$370,548
0.06% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
1,810
shares
|
$370,344
0.16% of portfolio
|
Q3 2024
Added 43.54%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$370,344
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,806
shares
|
$369,525
0.14% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,793
shares
|
$366,865
0.05% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,789
shares
|
$366,047
0.03% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,768
shares
|
$361,750
0.08% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,763
shares
|
$360,727
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
1,760
shares
|
$360,113
0.03% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$359,295
0.13% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,754
shares
|
$358,885
0.01% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
1,750
shares
|
$358,067
0.14% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,748
shares
|
$357,658
0.17% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
1,743
shares
|
$356,635
0.2% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,742
shares
|
$356,430
0.12% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,730
shares
|
$353,975
0.04% of portfolio
|
Q2 2024
Reduced 3.41%
|