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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,602
shares
|
$3.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
16,546
shares
|
$3.33 Million
0.7% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
16,474
shares
|
$3.31 Million
0.61% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,398
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
16,321
shares
|
$3.28 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
16,318
shares
|
$3.28 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
16,259
shares
|
$3.27 Million
0.37% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,030
shares
|
$3.22 Million
0.16% of portfolio
|
Q1 2022
Reduced 3.47%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
15,996
shares
|
$3.22 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
15,968
shares
|
$3.21 Million
2.19% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15,964
shares
|
$3.21 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
15,957
shares
|
$3.21 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
15,925
shares
|
$3.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
15,819
shares
|
$3.18 Million
0.62% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
15,787
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
15,756
shares
|
$3.17 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
15,725
shares
|
$3.16 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,714
shares
|
$3.16 Million
0.16% of portfolio
|
Q4 2024
Added 218.03%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
15,559
shares
|
$3.13 Million
0.64% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
15,490
shares
|
$3.11 Million
1.33% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,488
shares
|
$3.11 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,301
shares
|
$3.08 Million
0.23% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
15,243
shares
|
$3.06 Million
0.01% of portfolio
|
Q4 2024
Added 32.09%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
15,206
shares
|
$3.06 Million
0.11% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
15,159
shares
|
$3.05 Million
0.71% of portfolio
|
Q4 2024
Added 0.52%
|