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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
5,736
shares
|
$1.15 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,731
shares
|
$1.15 Million
0.78% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
5,725
shares
|
$1.15 Million
0.8% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,649
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,609
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,595
shares
|
$1.12 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
5,579
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
5,548
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
5,544
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,528
shares
|
$1.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,487
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
5,481
shares
|
$1.1 Million
0.65% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
5,472
shares
|
$1.1 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
5,466
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,465
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,454
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
5,454
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,434
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
5,432
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,423
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,401
shares
|
$1.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,382
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Added 101.5%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
5,382
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,360
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
5,355
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Added 36.96%
|