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 1,709 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,573
shares
|
$296,998
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$296,809
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,568
shares
|
$296,054
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
1,566
shares
|
$295,676
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
1,564
shares
|
$295,298
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$292,089
0.05% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$291,900
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,536
shares
|
$290,012
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,534
shares
|
$289,634
0.17% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
1,525
shares
|
$287,935
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,515
shares
|
$286,047
0.12% of portfolio
|
Q4 2024
Added 26.99%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,511
shares
|
$285,291
0.07% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$284,536
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,504
shares
|
$283,970
0.25% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$283,215
0.03% of portfolio
|
Q2 2021
Reduced 4.03%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$283,215
0.22% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,499
shares
|
$283,026
0.25% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
1,498
shares
|
$282,837
0.13% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
1,498
shares
|
$282,837
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,481
shares
|
$279,627
0.03% of portfolio
|
Q4 2023
Reduced 0.87%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,478
shares
|
$279,061
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,478
shares
|
$279,061
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
1,475
shares
|
$278,494
0.06% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,475
shares
|
$278,494
0.04% of portfolio
|
Q2 2024
Added 26.61%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,473
shares
|
$278,117
0.05% of portfolio
|
Q3 2024
Reduced 27.01%
|