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 1,676 institutions that hold shares in the stock, with a total of 99.9 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
24,837
shares
|
$4.99 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$4.99 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
24,672
shares
|
$4.96 Million
0.13% of portfolio
|
Q4 2024
Reduced 52.34%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
24,612
shares
|
$4.95 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
24,517
shares
|
$4.93 Million
3.47% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,486
shares
|
$4.92 Million
1.6% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
24,450
shares
|
$4.91 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$4.84 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
24,033
shares
|
$4.83 Million
2.35% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
24,006
shares
|
$4.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
23,960
shares
|
$4.82 Million
0.12% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
23,897
shares
|
$4.8 Million
0.1% of portfolio
|
Q3 2024
Added 129.87%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
23,753
shares
|
$4.77 Million
1.68% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
23,708
shares
|
$4.77 Million
2.79% of portfolio
|
Q3 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,657
shares
|
$4.75 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
23,611
shares
|
$4.75 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
23,408
shares
|
$4.7 Million
0.15% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
23,389
shares
|
$4.7 Million
0.03% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
23,239
shares
|
$4.67 Million
0.14% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
23,179
shares
|
$4.66 Million
2.11% of portfolio
|
Q4 2024
Added 99.49%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
22,768
shares
|
$4.58 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
22,658
shares
|
$4.55 Million
1.24% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Zeit Capital LLC
|
Feb 07, 2025 Q4 2024 |
22,657
shares
|
$4.55 Million
3.57% of portfolio
|
Q4 2024
Added 38.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
22,482
shares
|
$4.52 Million
1.84% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
22,473
shares
|
$4.52 Million
0.86% of portfolio
|
Q4 2024
Added 1.27%
|