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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$208,833
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$208,434
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
1,041
shares
|
$207,835
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,040
shares
|
$207,636
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,033
shares
|
$206,238
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
1,025
shares
|
$204,641
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,020
shares
|
$203,643
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,010
shares
|
$201,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,004
shares
|
$200,448
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$199,650
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.03% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Hedges Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.12% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$199,650
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
999
shares
|
$199,450
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
989
shares
|
$197,453
0.02% of portfolio
|
Q1 2024
Reduced 14.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
963
shares
|
$192,262
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
958
shares
|
$191,264
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
952
shares
|
$190,066
0.07% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
918
shares
|
$183,278
0.16% of portfolio
|
Q1 2024
Added 12.22%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
910
shares
|
$181,681
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
906
shares
|
$180,882
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
900
shares
|
$179,685
0.1% of portfolio
|
Q3 2024
Reduced 15.49%
|