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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,700
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
9,628
shares
|
$1.94 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,605
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,581
shares
|
$1.93 Million
0.12% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
9,576
shares
|
$1.92 Million
0.6% of portfolio
|
Q4 2021
Reduced 5.85%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
9,570
shares
|
$1.92 Million
0.53% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,541
shares
|
$1.92 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9,533
shares
|
$1.92 Million
0.7% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
9,522
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
9,503
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
9,497
shares
|
$1.91 Million
0.51% of portfolio
|
Q3 2024
Reduced 22.48%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
9,481
shares
|
$1.91 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
9,454
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
9,384
shares
|
$1.89 Million
0.39% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,384
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
9,378
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
9,367
shares
|
$1.88 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
9,313
shares
|
$1.87 Million
0.84% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,269
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
9,232
shares
|
$1.86 Million
0.09% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
9,177
shares
|
$1.84 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
9,116
shares
|
$1.83 Million
0.14% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,059
shares
|
$1.82 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
9,058
shares
|
$1.82 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,053
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 1.98%
|