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 |
|---|---|---|---|---|---|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
10,652
shares
|
$2.14 Million
1.1% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
10,612
shares
|
$2.13 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
10,589
shares
|
$2.13 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10,543
shares
|
$2.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,483
shares
|
$2.11 Million
0.23% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,421
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
10,402
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
10,262
shares
|
$2.06 Million
0.78% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
10,250
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
10,243
shares
|
$2.06 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,211
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
10,175
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
10,163
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Added 65.6%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
10,141
shares
|
$2.04 Million
0.71% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
10,122
shares
|
$2.03 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,096
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,024
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,018
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
10,005
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,924
shares
|
$1.99 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
9,905
shares
|
$1.99 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
9,847
shares
|
$1.98 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,822
shares
|
$1.97 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
9,802
shares
|
$1.97 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,710
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2020
Added 2.07%
|