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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
39,409
shares
|
$8.02 Million
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
39,371
shares
|
$8.01 Million
2.95% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,278
shares
|
$7.99 Million
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$7.95 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
39,047
shares
|
$7.94 Million
0.67% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.9 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.89 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
38,552
shares
|
$7.84 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
38,394
shares
|
$7.81 Million
2.11% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
38,092
shares
|
$7.75 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
37,904
shares
|
$7.71 Million
0.3% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
37,811
shares
|
$7.69 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
37,788
shares
|
$7.69 Million
0.78% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
37,586
shares
|
$7.65 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
37,245
shares
|
$7.58 Million
0.51% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
37,228
shares
|
$7.57 Million
0.47% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
36,802
shares
|
$7.49 Million
0.51% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
36,492
shares
|
$7.42 Million
0.28% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
36,389
shares
|
$7.4 Million
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
36,338
shares
|
$7.39 Million
0.1% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
36,300
shares
|
$7.38 Million
1.32% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
36,276
shares
|
$7.38 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.36 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
35,724
shares
|
$7.27 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
35,698
shares
|
$7.26 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.34%
|