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 1,701 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 $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
82
shares
|
$16,218
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
79
shares
|
$15,625
0.0% of portfolio
|
Q2 2024
Added 9.72%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
78
shares
|
$15,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$15,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
75
shares
|
$14,834
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
75
shares
|
$14,834
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
73
shares
|
$14,438
0.0% of portfolio
|
Q4 2024
Added 508.33%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$14,240
0.01% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
70
shares
|
$13,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
70
shares
|
$13,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
65
shares
|
$12,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
64
shares
|
$12,658
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
64
shares
|
$12,658
0.01% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
64
shares
|
$12,658
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$12,460
0.0% of portfolio
|
Q2 2024
Added 800.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
63
shares
|
$12,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
63
shares
|
$12,460
0.01% of portfolio
|
Q4 2021
Reduced 55.94%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
62
shares
|
$12,262
0.0% of portfolio
|
Q4 2023
Reduced 73.95%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
62
shares
|
$12,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
59
shares
|
$11,669
0.0% of portfolio
|
Q3 2022
Reduced 33.71%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
57
shares
|
$11,274
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
57
shares
|
$11,274
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
55
shares
|
$10,878
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
55
shares
|
$10,878
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
55
shares
|
$10,878
0.0% of portfolio
|
Q3 2024
New holding
|