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 1,543 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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
124,639
shares
|
$24.9 Million
2.42% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
122,296
shares
|
$24.4 Million
1.39% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
121,388
shares
|
$24.2 Million
7.75% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
119,061
shares
|
$23.8 Million
0.67% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
117,966
shares
|
$23.6 Million
5.61% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
117,550
shares
|
$23.5 Million
4.82% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
117,515
shares
|
$23.5 Million
5.32% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
117,343
shares
|
$23.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
University Of Maryland Foundation, Inc.
|
Nov 05, 2024 Q3 2024 |
113,570
shares
|
$22.7 Million
16.18% of portfolio
|
Q4 2023
Added 24.56%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
112,885
shares
|
$22.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,217
shares
|
$22.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 37.28%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
110,857
shares
|
$22.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
106,160
shares
|
$21.2 Million
2.65% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
103,946
shares
|
$20.8 Million
4.52% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
103,907
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
103,459
shares
|
$20.7 Million
5.48% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
102,565
shares
|
$20.5 Million
5.74% of portfolio
|
Q3 2024
Added 22.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
102,427
shares
|
$20.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
101,828
shares
|
$20.3 Million
4.37% of portfolio
|
Q3 2024
Reduced 36.98%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
98,297
shares
|
$19.6 Million
3.26% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
97,860
shares
|
$19.5 Million
8.6% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
96,382
shares
|
$19.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
96,244
shares
|
$19.2 Million
1.76% of portfolio
|
Q3 2024
Reduced 74.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$19.2 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
95,832
shares
|
$19.1 Million
4.56% of portfolio
|
Q3 2024
Reduced 80.68%
|