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 1,662 institutions that hold shares in the stock, with a total of 99.6 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
6,192
shares
|
$1.24 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,148
shares
|
$1.24 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
6,144
shares
|
$1.23 Million
0.88% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,132
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
6,111
shares
|
$1.23 Million
0.81% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,109
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,109
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
6,101
shares
|
$1.23 Million
1.2% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
6,079
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,064
shares
|
$1.22 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,057
shares
|
$1.22 Million
0.17% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,055
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,052
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,014
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2024
Added 119.33%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
5,996
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,928
shares
|
$1.19 Million
1.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,886
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.93%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
5,875
shares
|
$1.18 Million
0.6% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,865
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2023
Reduced 25.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,864
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
5,859
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
5,858
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,846
shares
|
$1.17 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,758
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Added 26.02%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$1.16 Million
0.71% of portfolio
|
Q4 2024
New holding
|