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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,390
shares
|
$681,356
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,355
shares
|
$674,321
0.29% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,351
shares
|
$673,517
0.4% of portfolio
|
Q4 2024
Added 58.22%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
3,347
shares
|
$672,713
0.05% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,341
shares
|
$671,507
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
3,325
shares
|
$668,291
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
3,323
shares
|
$667,889
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,310
shares
|
$665,276
0.06% of portfolio
|
Q4 2024
Reduced 99.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,300
shares
|
$663,267
0.37% of portfolio
|
Q2 2022
Reduced 93.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,298
shares
|
$662,865
0.06% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,294
shares
|
$662,061
0.06% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$659,448
0.02% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,269
shares
|
$657,036
0.01% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
3,261
shares
|
$655,428
0.33% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,257
shares
|
$654,624
0.52% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
3,255
shares
|
$654,222
0.07% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,254
shares
|
$654,021
0.08% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
3,252
shares
|
$653,619
0.02% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,250
shares
|
$653,217
0.18% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
3,246
shares
|
$652,413
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
3,230
shares
|
$649,197
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,204
shares
|
$643,971
0.04% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,204
shares
|
$643,971
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,201
shares
|
$643,368
0.33% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
3,197
shares
|
$642,565
0.3% of portfolio
|
Q4 2024
Reduced 21.89%
|