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 |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
1,019
shares
|
$192,397
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
1,017
shares
|
$192,019
0.06% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
1,013
shares
|
$191,264
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,013
shares
|
$191,264
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,010
shares
|
$190,698
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,005
shares
|
$189,754
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$188,810
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$188,810
0.03% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$188,810
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$188,810
0.12% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$188,810
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
963
shares
|
$181,824
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
958
shares
|
$180,879
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
952
shares
|
$179,747
0.07% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
914
shares
|
$172,572
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
913
shares
|
$172,383
0.01% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
912
shares
|
$172,194
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
906
shares
|
$171,061
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
900
shares
|
$169,929
0.12% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
900
shares
|
$169,929
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
884
shares
|
$166,908
0.02% of portfolio
|
Q2 2023
Added 12.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
873
shares
|
$164,831
0.07% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
869
shares
|
$164,075
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
844
shares
|
$159,355
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
832
shares
|
$157,089
0.06% of portfolio
|
Q4 2024
Added 100.97%
|