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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
34
shares
|
$6,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
34
shares
|
$6,724
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
34
shares
|
$6,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$6,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$5,933
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
30
shares
|
$5,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$5,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,340
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
27
shares
|
$5,340
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26
shares
|
$5,142
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$4,153
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
20
shares
|
$3,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
20
shares
|
$3,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
19
shares
|
$3,758
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,560
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,560
0.0% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18
shares
|
$3,560
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$3,164
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$2,966
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
15
shares
|
$2,966
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
13
shares
|
$2,571
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
13
shares
|
$2,571
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$2,373
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
12
shares
|
$2,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
12
shares
|
$2,373
0.0% of portfolio
|
Q3 2024
New holding
|