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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,053
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,947
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,887
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
8,872
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
8,860
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
8,849
shares
|
$1.78 Million
0.51% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
8,839
shares
|
$1.78 Million
0.36% of portfolio
|
Q4 2024
Added 82.02%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,794
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
8,736
shares
|
$1.76 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,644
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,618
shares
|
$1.73 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
8,616
shares
|
$1.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
8,594
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,568
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
8,566
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
8,552
shares
|
$1.72 Million
0.35% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,506
shares
|
$1.71 Million
0.61% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
8,490
shares
|
$1.71 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,473
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
8,439
shares
|
$1.7 Million
0.28% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,432
shares
|
$1.69 Million
0.44% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
8,416
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
8,408
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,320
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
8,310
shares
|
$1.67 Million
0.53% of portfolio
|
Q4 2024
New holding
|