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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,264
shares
|
$4.47 Million
0.09% of portfolio
|
Q3 2022
Added 65.07%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
21,989
shares
|
$4.42 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
21,897
shares
|
$4.4 Million
0.16% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
21,859
shares
|
$4.39 Million
0.18% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,673
shares
|
$4.36 Million
1.72% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,628
shares
|
$4.35 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,528
shares
|
$4.33 Million
0.66% of portfolio
|
Q4 2024
Reduced 33.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
21,455
shares
|
$4.31 Million
0.12% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
21,392
shares
|
$4.3 Million
0.1% of portfolio
|
Q1 2024
Added 3.73%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
21,175
shares
|
$4.26 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
21,126
shares
|
$4.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
20,929
shares
|
$4.21 Million
2.45% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
20,879
shares
|
$4.2 Million
2.93% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
20,799
shares
|
$4.18 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,765
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,676
shares
|
$4.16 Million
0.07% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
20,565
shares
|
$4.13 Million
0.45% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
20,353
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
20,331
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2024
Added 162.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
20,329
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
20,327
shares
|
$4.09 Million
2.4% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
20,327
shares
|
$4.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
20,303
shares
|
$4.08 Million
3.27% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,184
shares
|
$4.06 Million
0.04% of portfolio
|
Q4 2024
Added 132.45%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
19,899
shares
|
$4 Million
0.03% of portfolio
|
Q4 2024
New holding
|