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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,664
shares
|
$736,427
0.03% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,617
shares
|
$726,980
0.05% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
3,599
shares
|
$723,363
0.66% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,578
shares
|
$719,142
0.21% of portfolio
|
Q2 2022
Reduced 3.32%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
3,576
shares
|
$718,740
0.33% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
3,571
shares
|
$717,735
0.33% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
3,569
shares
|
$717,333
0.19% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
3,565
shares
|
$716,529
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
3,550
shares
|
$713,514
0.06% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,547
shares
|
$712,911
0.43% of portfolio
|
Q3 2024
Added 38.66%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,543
shares
|
$712,107
0.13% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
3,540
shares
|
$711,504
0.37% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,510
shares
|
$705,474
0.04% of portfolio
|
Q4 2023
Reduced 28.03%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
3,500
shares
|
$703,465
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$703,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
3,494
shares
|
$702,259
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,486
shares
|
$700,651
0.02% of portfolio
|
Q4 2024
Added 25.85%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,476
shares
|
$698,641
0.04% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
3,466
shares
|
$696,631
0.09% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
3,450
shares
|
$693,415
0.2% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,443
shares
|
$692,008
0.12% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,435
shares
|
$690,400
0.25% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
3,406
shares
|
$684,571
0.27% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
3,394
shares
|
$682,160
0.19% of portfolio
|
Q4 2024
Added 115.49%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
3,393
shares
|
$681,959
0.2% of portfolio
|
Q4 2024
Reduced 6.14%
|