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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
15,157
shares
|
$3.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
15,147
shares
|
$3.04 Million
0.08% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
15,130
shares
|
$3.04 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
15,104
shares
|
$3.04 Million
0.9% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,095
shares
|
$3.03 Million
0.2% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
15,085
shares
|
$3.03 Million
0.98% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.03 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
15,000
shares
|
$3.01 Million
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
14,897
shares
|
$2.99 Million
0.99% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
14,887
shares
|
$2.99 Million
0.9% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,851
shares
|
$2.98 Million
0.46% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
14,798
shares
|
$2.97 Million
1.64% of portfolio
|
Q4 2024
Reduced 54.4%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
14,776
shares
|
$2.97 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,632
shares
|
$2.94 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,630
shares
|
$2.94 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,583
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2022
Added 16.69%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
14,518
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
14,441
shares
|
$2.9 Million
1.56% of portfolio
|
Q4 2024
Reduced 50.28%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
14,437
shares
|
$2.9 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
14,395
shares
|
$2.89 Million
0.34% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
14,337
shares
|
$2.88 Million
0.92% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
14,311
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
14,231
shares
|
$2.86 Million
0.67% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
14,206
shares
|
$2.86 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
14,168
shares
|
$2.85 Million
0.8% of portfolio
|
Q4 2024
Added 7.43%
|