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 1,687 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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,465
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,454
shares
|
$1.11 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
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
5,432
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,423
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,401
shares
|
$1.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,382
shares
|
$1.1 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
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,381
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,360
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
5,355
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
5,344
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
5,334
shares
|
$1.09 Million
0.43% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,333
shares
|
$1.09 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,331
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
5,326
shares
|
$1.08 Million
0.77% of portfolio
|
Q4 2023
Reduced 4.24%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
5,282
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 94.42%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,219
shares
|
$1.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,208
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
5,200
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,197
shares
|
$1.06 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
5,196
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,191
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,162
shares
|
$1.05 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
5,155
shares
|
$1.05 Million
0.3% of portfolio
|
Q4 2024
New holding
|