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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
240
shares
|
$47,916
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
236
shares
|
$47,117
0.03% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
235
shares
|
$46,917
0.0% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
231
shares
|
$46,119
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
231
shares
|
$46,119
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
230
shares
|
$45,919
0.02% of portfolio
|
Q2 2024
Reduced 50.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
225
shares
|
$44,921
0.04% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
223
shares
|
$44,521
0.0% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
216
shares
|
$43,124
0.02% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
215
shares
|
$42,924
0.01% of portfolio
|
Q1 2023
Reduced 11.16%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
210
shares
|
$41,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
210
shares
|
$41,926
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
200
shares
|
$39,930
0.02% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
194
shares
|
$38,732
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
191
shares
|
$38,133
0.0% of portfolio
|
Q3 2022
Reduced 9.05%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
190
shares
|
$37,933
0.0% of portfolio
|
Q2 2024
Reduced 58.61%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
190
shares
|
$37,933
0.02% of portfolio
|
Q1 2024
Reduced 68.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
190
shares
|
$37,933
0.01% of portfolio
|
Q4 2021
Reduced 34.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
187
shares
|
$37,334
0.0% of portfolio
|
Q1 2024
Reduced 35.07%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
185
shares
|
$36,935
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
181
shares
|
$36,136
0.01% of portfolio
|
Q2 2024
Reduced 23.63%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
180
shares
|
$35,937
0.0% of portfolio
|
Q2 2024
Added 153.52%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
169
shares
|
$33,740
0.01% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
168
shares
|
$33,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
143
shares
|
$28,549
0.0% of portfolio
|
Q4 2022
New holding
|