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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,071
shares
|
$2.43 Million
0.08% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
12,064
shares
|
$2.42 Million
0.89% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
12,045
shares
|
$2.42 Million
2.58% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,883
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
11,880
shares
|
$2.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
11,776
shares
|
$2.37 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,768
shares
|
$2.37 Million
0.2% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
11,724
shares
|
$2.36 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,655
shares
|
$2.34 Million
0.25% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,645
shares
|
$2.34 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,619
shares
|
$2.34 Million
1.1% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.32 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
11,554
shares
|
$2.32 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
11,547
shares
|
$2.32 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,535
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
11,351
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
11,178
shares
|
$2.25 Million
1.27% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,020
shares
|
$2.21 Million
2.61% of portfolio
|
Q3 2022
Added 837.07%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
10,990
shares
|
$2.21 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,944
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,910
shares
|
$2.19 Million
0.43% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
10,867
shares
|
$2.18 Million
0.57% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,765
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
10,750
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
10,687
shares
|
$2.15 Million
2.02% of portfolio
|
Q4 2024
New holding
|