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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
95,202
shares
|
$19 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
89,767
shares
|
$17.9 Million
4.72% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
87,495
shares
|
$17.5 Million
2.11% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
85,661
shares
|
$17.1 Million
0.74% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
84,873
shares
|
$16.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
83,968
shares
|
$16.8 Million
10.27% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$16.6 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
81,727
shares
|
$16.3 Million
6.04% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
80,221
shares
|
$16 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
79,870
shares
|
$15.9 Million
8.33% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
79,679
shares
|
$15.9 Million
3.08% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
79,518
shares
|
$15.9 Million
1.37% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
79,289
shares
|
$15.8 Million
0.16% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
78,983
shares
|
$15.8 Million
0.15% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$15.7 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$15.4 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$15.2 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
75,701
shares
|
$15.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
75,635
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
75,552
shares
|
$15.1 Million
3.47% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
74,421
shares
|
$14.9 Million
4.97% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
74,298
shares
|
$14.8 Million
1.98% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
73,832
shares
|
$14.7 Million
0.61% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
73,807
shares
|
$14.7 Million
0.22% of portfolio
|
Q3 2024
Added 10310.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$14.2 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|