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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,464
shares
|
$280,019
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,459
shares
|
$279,062
0.24% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,458
shares
|
$278,871
0.16% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$277,915
0.01% of portfolio
|
Q4 2024
Added 60.38%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,438
shares
|
$275,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,430
shares
|
$273,516
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,428
shares
|
$273,133
0.02% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,425
shares
|
$272,559
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$271,794
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,419
shares
|
$271,412
0.01% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$271,220
0.02% of portfolio
|
Q4 2023
Added 45.73%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,417
shares
|
$271,029
0.16% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
1,408
shares
|
$269,308
0.01% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,400
shares
|
$267,778
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,400
shares
|
$267,778
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
1,400
shares
|
$267,778
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,398
shares
|
$267,395
0.06% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
1,396
shares
|
$267,012
0.36% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,393
shares
|
$266,439
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
1,388
shares
|
$265,482
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,387
shares
|
$265,291
0.03% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,385
shares
|
$264,908
0.07% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$264,908
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,384
shares
|
$264,717
0.19% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,380
shares
|
$263,952
0.02% of portfolio
|
Q4 2024
Added 0.07%
|