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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,209
shares
|
$228,271
0.13% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,204
shares
|
$227,327
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
1,200
shares
|
$226,572
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
1,200
shares
|
$226,572
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,198
shares
|
$226,194
0.09% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$224,683
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$224,683
0.05% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,188
shares
|
$224,306
0.03% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
1,185
shares
|
$223,739
0.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
1,185
shares
|
$223,739
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,182
shares
|
$223,173
0.02% of portfolio
|
Q4 2024
Reduced 22.8%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,182
shares
|
$223,173
0.02% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,181
shares
|
$222,984
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
1,181
shares
|
$222,984
0.05% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
1,179
shares
|
$222,606
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
1,172
shares
|
$221,285
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,169
shares
|
$220,718
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,165
shares
|
$219,963
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
1,164
shares
|
$219,774
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
1,162
shares
|
$219,397
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,161
shares
|
$219,208
0.09% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
1,160
shares
|
$219,019
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$219,019
0.04% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
1,155
shares
|
$218,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,153
shares
|
$217,697
0.0% of portfolio
|
Q4 2024
New holding
|