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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
17,861
shares
|
$3.59 Million
0.09% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
17,853
shares
|
$3.59 Million
1.52% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
17,848
shares
|
$3.59 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
17,802
shares
|
$3.58 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
17,753
shares
|
$3.57 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
17,744
shares
|
$3.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
17,646
shares
|
$3.55 Million
0.18% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
17,594
shares
|
$3.54 Million
3.49% of portfolio
|
Q3 2024
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,577
shares
|
$3.53 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,528
shares
|
$3.52 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
17,502
shares
|
$3.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
17,501
shares
|
$3.52 Million
1.17% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
17,457
shares
|
$3.51 Million
0.24% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
17,425
shares
|
$3.5 Million
0.12% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
17,378
shares
|
$3.49 Million
0.25% of portfolio
|
Q4 2024
Reduced 98.58%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,291
shares
|
$3.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
17,249
shares
|
$3.47 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
17,106
shares
|
$3.44 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16,958
shares
|
$3.41 Million
0.2% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
16,935
shares
|
$3.4 Million
1.18% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
16,905
shares
|
$3.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,857
shares
|
$3.39 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
16,793
shares
|
$3.38 Million
0.88% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
16,651
shares
|
$3.35 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
16,651
shares
|
$3.35 Million
0.38% of portfolio
|
Q4 2024
Added 1.4%
|