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 1,646 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,445,376
shares
|
$3.75 Billion
0.31% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,400,726
shares
|
$895 Million
4.76% of portfolio
|
Q4 2024
Added 6384.82%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,998,206
shares
|
$813 Million
2.18% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,756,951
shares
|
$764 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,697,782
shares
|
$752 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,400,592
shares
|
$488 Million
0.45% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,920,384
shares
|
$391 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,628,298
shares
|
$331 Million
0.07% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,607,845
shares
|
$327 Million
0.07% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,548,368
shares
|
$315 Million
0.94% of portfolio
|
Q3 2024
Added 655.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$295 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
1,314,899
shares
|
$267 Million
0.35% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,287,839
shares
|
$262 Million
0.11% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
1,224,131
shares
|
$249 Million
8.81% of portfolio
|
Q4 2024
Added 42.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,034,964
shares
|
$211 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
982,869
shares
|
$200 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
858,328
shares
|
$175 Million
2.22% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
822,212
shares
|
$167 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
791,454
shares
|
$161 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
786,533
shares
|
$160 Million
0.04% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
761,595
shares
|
$155 Million
0.46% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
743,017
shares
|
$151 Million
0.85% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
714,644
shares
|
$145 Million
0.21% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
713,250
shares
|
$145 Million
1.04% of portfolio
|
Q4 2024
Added 19718.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
696,587
shares
|
$142 Million
0.19% of portfolio
|
Q4 2024
Added 4.11%
|