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 |
|---|---|---|---|---|---|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,148
shares
|
$216,753
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,143
shares
|
$215,809
0.16% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1,135
shares
|
$214,299
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,133
shares
|
$213,921
0.06% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
1,130
shares
|
$213,355
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,129
shares
|
$213,166
0.02% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
1,126
shares
|
$212,600
0.04% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$212,033
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,119
shares
|
$211,278
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,118
shares
|
$211,089
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,116
shares
|
$210,711
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
1,115
shares
|
$210,523
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
1,113
shares
|
$210,145
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$209,390
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,108
shares
|
$209,201
0.08% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$208,823
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
1,105
shares
|
$208,635
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$208,446
0.06% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,104
shares
|
$208,446
0.04% of portfolio
|
Q4 2024
Added 153.21%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,101
shares
|
$207,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
1,090
shares
|
$205,802
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,084
shares
|
$204,670
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,084
shares
|
$204,670
0.04% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,083
shares
|
$204,481
0.26% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,076
shares
|
$203,159
0.04% of portfolio
|
Q3 2024
Reduced 20.0%
|