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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
62,292
shares
|
$12.4 Million
6.57% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
62,019
shares
|
$12.4 Million
1.44% of portfolio
|
Q3 2024
Added 825.1%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,727
shares
|
$12.3 Million
4.72% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
61,172
shares
|
$12.2 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
60,917
shares
|
$12.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
60,560
shares
|
$12.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
59,237
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
58,826
shares
|
$11.7 Million
3.82% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
58,546
shares
|
$11.7 Million
2.95% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2024 Q3 2024 |
58,403
shares
|
$11.7 Million
3.95% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
57,680
shares
|
$11.5 Million
2.75% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
57,663
shares
|
$11.5 Million
4.3% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$11.5 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
56,857
shares
|
$11.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
55,963
shares
|
$11.2 Million
3.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
55,372
shares
|
$11.1 Million
7.12% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
55,355
shares
|
$11.1 Million
0.62% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
54,376
shares
|
$10.9 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
54,091
shares
|
$10.8 Million
4.7% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
53,832
shares
|
$10.7 Million
4.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$10.7 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
52,699
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
52,353
shares
|
$10.5 Million
1.72% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
52,289
shares
|
$10.4 Million
1.79% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
52,233
shares
|
$10.4 Million
0.52% of portfolio
|
Q3 2024
New holding
|