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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
315,450
shares
|
$64.2 Million
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
302,446
shares
|
$61.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
300,556
shares
|
$61.1 Million
0.06% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
293,771
shares
|
$59.8 Million
6.96% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
291,822
shares
|
$59.4 Million
6.45% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
289,160
shares
|
$58.8 Million
17.19% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
284,114
shares
|
$57.8 Million
0.22% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
282,609
shares
|
$57.5 Million
3.28% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
281,596
shares
|
$57.3 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
279,457
shares
|
$56.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
276,789
shares
|
$56.3 Million
2.31% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
265,115
shares
|
$53.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
258,619
shares
|
$52.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
251,089
shares
|
$51.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
247,394
shares
|
$50.3 Million
6.56% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
242,628
shares
|
$49.4 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
238,249
shares
|
$48.5 Million
0.73% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
236,518
shares
|
$48.1 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$47.2 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
231,145
shares
|
$47 Million
6.45% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
230,684
shares
|
$46.9 Million
0.07% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
230,599
shares
|
$46.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
229,703
shares
|
$46.7 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
222,350
shares
|
$45.2 Million
7.98% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
212,807
shares
|
$43.3 Million
1.81% of portfolio
|
Q3 2024
Reduced 2.63%
|