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 |
|---|---|---|---|---|---|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
7,463
shares
|
$1.5 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
7,436
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,403
shares
|
$1.49 Million
0.35% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
7,398
shares
|
$1.49 Million
0.25% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,366
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,345
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
7,336
shares
|
$1.47 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
7,313
shares
|
$1.47 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
7,305
shares
|
$1.47 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
7,226
shares
|
$1.45 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
7,221
shares
|
$1.45 Million
0.22% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
7,216
shares
|
$1.45 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
7,193
shares
|
$1.45 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
7,184
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,165
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,158
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,146
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
7,125
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
7,105
shares
|
$1.43 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,028
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2024 Q3 2024 |
6,900
shares
|
$1.39 Million
1.06% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
6,893
shares
|
$1.39 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,881
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,854
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,805
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 265.27%
|