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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
19,836
shares
|
$3.99 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
19,641
shares
|
$3.95 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
19,549
shares
|
$3.93 Million
0.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
19,461
shares
|
$3.91 Million
1.39% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
19,288
shares
|
$3.88 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,259
shares
|
$3.87 Million
0.06% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,168
shares
|
$3.85 Million
0.14% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
18,950
shares
|
$3.81 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
18,836
shares
|
$3.79 Million
1.21% of portfolio
|
Q4 2024
Added 92.48%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
18,689
shares
|
$3.76 Million
1.11% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
18,646
shares
|
$3.75 Million
2.07% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,409
shares
|
$3.7 Million
0.25% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
18,404
shares
|
$3.7 Million
0.24% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
18,333
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
18,324
shares
|
$3.68 Million
1.13% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
18,254
shares
|
$3.67 Million
0.58% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
18,148
shares
|
$3.65 Million
0.31% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
18,122
shares
|
$3.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
18,074
shares
|
$3.63 Million
0.19% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
18,055
shares
|
$3.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
18,040
shares
|
$3.63 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,988
shares
|
$3.62 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
17,978
shares
|
$3.61 Million
1.53% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,942
shares
|
$3.61 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
17,868
shares
|
$3.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|