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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
35,515
shares
|
$7.22 Million
2.5% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
35,407
shares
|
$7.2 Million
6.25% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
35,236
shares
|
$7.17 Million
5.27% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
35,023
shares
|
$7.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
35,018
shares
|
$7.12 Million
5.66% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35,017
shares
|
$7.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Granby Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
35,000
shares
|
$7.12 Million
3.66% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
34,944
shares
|
$7.11 Million
0.07% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
34,457
shares
|
$7.01 Million
2.63% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
34,385
shares
|
$6.99 Million
0.08% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
34,314
shares
|
$6.98 Million
1.87% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
34,170
shares
|
$6.95 Million
2.56% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
33,844
shares
|
$6.88 Million
3.34% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
33,828
shares
|
$6.88 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
33,770
shares
|
$6.87 Million
0.14% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,708
shares
|
$6.86 Million
0.19% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
33,676
shares
|
$6.85 Million
1.98% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
33,009
shares
|
$6.72 Million
1.15% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
32,968
shares
|
$6.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
32,876
shares
|
$6.69 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
32,828
shares
|
$6.68 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
32,805
shares
|
$6.67 Million
0.03% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
32,776
shares
|
$6.67 Million
0.73% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
32,769
shares
|
$6.67 Million
1.03% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,746
shares
|
$6.66 Million
1.56% of portfolio
|
Q3 2024
Reduced 4.57%
|