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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
4,716
shares
|
$959,564
0.57% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$955,902
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,678
shares
|
$951,832
0.09% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
4,613
shares
|
$938,607
0.68% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$934,944
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
4,591
shares
|
$934,130
0.18% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,576
shares
|
$931,078
0.01% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
4,575
shares
|
$930,875
0.66% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
4,561
shares
|
$928,026
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,560
shares
|
$927,823
0.05% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
4,556
shares
|
$927,009
0.64% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,545
shares
|
$924,771
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,527
shares
|
$921,108
0.02% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$919,480
0.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$915,615
0.07% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
4,489
shares
|
$913,376
0.47% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,478
shares
|
$911,138
0.04% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
4,471
shares
|
$909,714
0.72% of portfolio
|
Q4 2024
Added 64.86%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
4,450
shares
|
$905,441
0.09% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
4,434
shares
|
$902,185
0.44% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,430
shares
|
$901,372
0.05% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
4,429
shares
|
$901,168
0.24% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
4,415
shares
|
$898,320
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
4,413
shares
|
$897,913
0.13% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,382
shares
|
$891,605
0.15% of portfolio
|
Q1 2023
Reduced 2.12%
|