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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,605
shares
|
$328,399
0.05% of portfolio
|
Q3 2024
Added 29.12%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$327,376
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$326,557
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$325,943
0.06% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
1,589
shares
|
$325,125
0.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,588
shares
|
$324,920
0.13% of portfolio
|
Q3 2023
Reduced 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$324,511
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$324,511
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,584
shares
|
$324,102
0.04% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,584
shares
|
$324,102
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,584
shares
|
$324,102
0.1% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,583
shares
|
$323,897
0.02% of portfolio
|
Q2 2023
Reduced 3.77%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
1,575
shares
|
$322,260
0.14% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$321,646
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,565
shares
|
$320,214
0.09% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$316,327
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,538
shares
|
$314,690
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,536
shares
|
$314,280
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,534
shares
|
$313,871
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,531
shares
|
$313,257
0.03% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
1,527
shares
|
$312,439
0.18% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$312,030
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,514
shares
|
$309,779
0.25% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$308,347
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,503
shares
|
$307,528
0.04% of portfolio
|
Q3 2024
Added 0.67%
|