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 |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
900
shares
|
$179,685
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
884
shares
|
$176,490
0.02% of portfolio
|
Q2 2023
Added 12.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
873
shares
|
$174,294
0.07% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
869
shares
|
$173,495
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
859
shares
|
$171,499
0.01% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
844
shares
|
$168,504
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
820
shares
|
$163,713
0.11% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
816
shares
|
$162,914
0.04% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
809
shares
|
$161,516
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
783
shares
|
$156,325
0.03% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
776
shares
|
$154,928
0.02% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
744
shares
|
$148,539
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
740
shares
|
$147,741
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
740
shares
|
$147,741
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
732
shares
|
$146,143
0.04% of portfolio
|
Q3 2024
Reduced 43.56%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
694
shares
|
$138,557
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
672
shares
|
$134,164
0.1% of portfolio
|
Q2 2023
Reduced 33.92%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
667
shares
|
$133,166
0.02% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
659
shares
|
$131,569
0.04% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
653
shares
|
$130,371
0.0% of portfolio
|
Q3 2024
Reduced 46.61%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
624
shares
|
$124,581
0.02% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
610
shares
|
$121,786
0.0% of portfolio
|
Q1 2020
Reduced 96.79%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$119,790
0.04% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
586
shares
|
$116,994
0.0% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
579
shares
|
$115,597
0.01% of portfolio
|
Q3 2024
Reduced 7.95%
|