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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
3,927
shares
|
$789,287
0.04% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,906
shares
|
$785,066
0.0% of portfolio
|
Q3 2024
Reduced 49.19%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,903
shares
|
$784,463
0.42% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
3,893
shares
|
$782,454
0.46% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
3,873
shares
|
$778,434
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,855
shares
|
$774,816
0.13% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,843
shares
|
$772,404
0.07% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,828
shares
|
$769,389
0.13% of portfolio
|
Q4 2024
Added 38.75%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,825
shares
|
$768,786
0.02% of portfolio
|
Q4 2024
Added 141.78%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
3,814
shares
|
$766,575
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,799
shares
|
$763,561
0.47% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
3,761
shares
|
$755,923
0.33% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,759
shares
|
$755,521
0.49% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,753
shares
|
$754,315
0.15% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,752
shares
|
$754,114
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,750
shares
|
$753,712
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,750
shares
|
$753,712
0.16% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
3,730
shares
|
$749,692
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
3,714
shares
|
$746,476
0.42% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,711
shares
|
$745,873
0.09% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,701
shares
|
$743,863
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,686
shares
|
$740,849
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
3,682
shares
|
$740,045
0.24% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,673
shares
|
$738,236
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,665
shares
|
$736,628
0.04% of portfolio
|
Q2 2022
Added 1.52%
|