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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
46,990
shares
|
$9.56 Million
2.42% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
46,823
shares
|
$9.53 Million
3.55% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
46,815
shares
|
$9.52 Million
8.53% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
45,074
shares
|
$9.17 Million
0.21% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$9.11 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
44,531
shares
|
$9.06 Million
0.08% of portfolio
|
Q3 2024
Added 27.83%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
44,261
shares
|
$9 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$8.97 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
43,864
shares
|
$8.92 Million
0.31% of portfolio
|
Q4 2024
Added 32.12%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
43,521
shares
|
$8.85 Million
2.37% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,442
shares
|
$8.84 Million
0.15% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
42,878
shares
|
$8.72 Million
0.68% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
42,863
shares
|
$8.72 Million
3.62% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
42,514
shares
|
$8.65 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
42,328
shares
|
$8.61 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
42,304
shares
|
$8.61 Million
2.34% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
42,303
shares
|
$8.61 Million
0.02% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
41,837
shares
|
$8.51 Million
6.21% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
41,764
shares
|
$8.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
40,676
shares
|
$8.27 Million
4.19% of portfolio
|
Q4 2024
Added 31.36%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
40,447
shares
|
$8.23 Million
0.64% of portfolio
|
Q2 2024
Added 7.45%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
40,432
shares
|
$8.23 Million
1.5% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
40,358
shares
|
$8.21 Million
1.08% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
40,287
shares
|
$8.2 Million
5.33% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
39,734
shares
|
$8.08 Million
0.05% of portfolio
|
Q4 2024
Added 2.02%
|