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 1,706 institutions that hold shares in the stock, with a total of 96.2 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 |
|---|---|---|---|---|---|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
1,638
shares
|
$313,300
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,637
shares
|
$313,108
0.14% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
1,631
shares
|
$311,961
0.02% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,625
shares
|
$310,813
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,617
shares
|
$309,283
0.04% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,614
shares
|
$308,709
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,613
shares
|
$308,518
0.01% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
1,608
shares
|
$307,562
0.54% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
1,606
shares
|
$307,179
0.03% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
1,604
shares
|
$306,797
0.04% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$306,032
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$305,266
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,590
shares
|
$304,119
0.02% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
1,589
shares
|
$303,928
0.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
1,588
shares
|
$303,736
0.12% of portfolio
|
Q3 2023
Reduced 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$303,354
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,586
shares
|
$303,354
0.0% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$303,354
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,586
shares
|
$303,354
0.03% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,584
shares
|
$302,971
0.04% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,584
shares
|
$302,971
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,584
shares
|
$302,971
0.1% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,573
shares
|
$300,867
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$300,676
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,568
shares
|
$299,911
0.02% of portfolio
|
Q4 2024
New holding
|