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 |
|---|---|---|---|---|---|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
32,723
shares
|
$6.66 Million
5.92% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
32,500
shares
|
$6.61 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
32,490
shares
|
$6.61 Million
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
32,392
shares
|
$6.59 Million
1.24% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
31,803
shares
|
$6.47 Million
4.38% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
31,706
shares
|
$6.45 Million
0.88% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
31,683
shares
|
$6.45 Million
0.15% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
31,653
shares
|
$6.44 Million
0.94% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$6.35 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
31,178
shares
|
$6.34 Million
0.75% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
29,847
shares
|
$6.07 Million
2.01% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
29,580
shares
|
$6.02 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
29,565
shares
|
$6.01 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
29,536
shares
|
$6.01 Million
0.41% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
29,501
shares
|
$6 Million
0.57% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
29,461
shares
|
$5.99 Million
2.47% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$5.89 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
28,818
shares
|
$5.86 Million
1.66% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
28,802
shares
|
$5.86 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
28,629
shares
|
$5.82 Million
3.42% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
28,509
shares
|
$5.8 Million
2.93% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
27,763
shares
|
$5.65 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
27,597
shares
|
$5.61 Million
3.45% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
27,525
shares
|
$5.6 Million
0.22% of portfolio
|
Q4 2024
Added 24.69%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
27,502
shares
|
$5.59 Million
2.4% of portfolio
|
Q4 2024
Added 2.63%
|