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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,304
shares
|
$1.67 Million
0.23% of portfolio
|
Q3 2022
Added 297.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,285
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 75.94%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,280
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2022
Added 19.91%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
8,216
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
8,195
shares
|
$1.65 Million
0.84% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
8,173
shares
|
$1.64 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
8,017
shares
|
$1.61 Million
0.93% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
8,004
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,982
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2022
Added 68.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,906
shares
|
$1.59 Million
0.79% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,904
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
7,899
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,889
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2024
Added 28.51%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,844
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 103.21%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
7,822
shares
|
$1.57 Million
0.52% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,802
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
7,782
shares
|
$1.56 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
7,772
shares
|
$1.56 Million
0.73% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
7,763
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
7,737
shares
|
$1.56 Million
0.51% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
7,688
shares
|
$1.55 Million
0.39% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,593
shares
|
$1.53 Million
0.26% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7,552
shares
|
$1.52 Million
0.78% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,477
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
7,466
shares
|
$1.5 Million
0.43% of portfolio
|
Q1 2024
Added 135.82%
|