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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
6,774
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2024
Added 16.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,729
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,721
shares
|
$1.35 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6,703
shares
|
$1.35 Million
0.93% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
6,669
shares
|
$1.34 Million
0.74% of portfolio
|
Q3 2024
Added 34.43%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
6,665
shares
|
$1.34 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
6,665
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,657
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,656
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,615
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
6,614
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Added 216.46%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
6,575
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,500
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2024
Added 82.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
6,482
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 291.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
6,465
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
6,406
shares
|
$1.29 Million
0.52% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
6,365
shares
|
$1.28 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$1.28 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
6,333
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
6,322
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,319
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,298
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,220
shares
|
$1.25 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,197
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
New holding
|