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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,050
shares
|
$2.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
12,998
shares
|
$2.61 Million
0.87% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
12,980
shares
|
$2.61 Million
0.47% of portfolio
|
Q4 2023
Added 6.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
12,958
shares
|
$2.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,893
shares
|
$2.59 Million
0.11% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
12,872
shares
|
$2.59 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,871
shares
|
$2.59 Million
0.85% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
12,738
shares
|
$2.56 Million
0.13% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
12,655
shares
|
$2.54 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
12,638
shares
|
$2.54 Million
0.95% of portfolio
|
Q3 2024
Added 36.55%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
12,632
shares
|
$2.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
12,620
shares
|
$2.54 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
12,517
shares
|
$2.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,445
shares
|
$2.5 Million
0.18% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
12,428
shares
|
$2.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,405
shares
|
$2.49 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
12,393
shares
|
$2.49 Million
1.78% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
12,345
shares
|
$2.48 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,238
shares
|
$2.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
12,231
shares
|
$2.46 Million
0.8% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
12,207
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
12,175
shares
|
$2.45 Million
0.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,158
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
12,133
shares
|
$2.44 Million
0.3% of portfolio
|
Q3 2024
Added 174.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,109
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Added 434.38%
|