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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
27,398
shares
|
$5.51 Million
3.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
27,185
shares
|
$5.46 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
26,568
shares
|
$5.34 Million
0.48% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
26,442
shares
|
$5.31 Million
0.63% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
26,325
shares
|
$5.29 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
26,313
shares
|
$5.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
26,269
shares
|
$5.28 Million
0.35% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
26,268
shares
|
$5.28 Million
0.15% of portfolio
|
Q4 2024
Reduced 38.11%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
26,172
shares
|
$5.26 Million
2.59% of portfolio
|
Q3 2024
Reduced 29.1%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
26,141
shares
|
$5.25 Million
1.36% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,129
shares
|
$5.25 Million
0.12% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
26,101
shares
|
$5.25 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
25,917
shares
|
$5.21 Million
1.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,862
shares
|
$5.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
25,852
shares
|
$5.2 Million
0.12% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
25,791
shares
|
$5.18 Million
3.57% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
25,742
shares
|
$5.17 Million
3.3% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
25,520
shares
|
$5.13 Million
4.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
25,396
shares
|
$5.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
25,238
shares
|
$5.07 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
25,153
shares
|
$5.06 Million
2.89% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
25,089
shares
|
$5.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
25,086
shares
|
$5.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
25,078
shares
|
$5.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
24,888
shares
|
$5 Million
0.33% of portfolio
|
Q4 2024
Added 3.54%
|