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 |
|---|---|---|---|---|---|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
4,930
shares
|
$990,880
0.73% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,890
shares
|
$982,841
0.04% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,878
shares
|
$980,429
0.05% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
4,799
shares
|
$964,551
0.53% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$963,345
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,783
shares
|
$961,335
0.24% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,776
shares
|
$959,928
0.36% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,773
shares
|
$959,325
0.03% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,767
shares
|
$958,119
0.56% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
4,737
shares
|
$952,089
0.44% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,729
shares
|
$950,481
0.85% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
4,727
shares
|
$950,079
0.13% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$944,251
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,678
shares
|
$940,231
0.09% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
4,613
shares
|
$927,166
0.68% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$923,549
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
4,591
shares
|
$922,745
0.18% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,576
shares
|
$919,730
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
4,575
shares
|
$919,529
0.66% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,560
shares
|
$916,514
0.05% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,556
shares
|
$915,710
0.64% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$913,499
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,527
shares
|
$909,881
0.02% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$908,273
0.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$904,455
0.07% of portfolio
|
Q4 2024
Reduced 5.18%
|