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 1,646 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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
209,709
shares
|
$42.7 Million
1.65% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
University Of Maryland Foundation, Inc.
|
Feb 05, 2025 Q4 2024 |
208,177
shares
|
$42.3 Million
23.16% of portfolio
|
Q4 2024
Added 83.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$42.1 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
204,526
shares
|
$41.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
192,369
shares
|
$39.1 Million
6.44% of portfolio
|
Q4 2022
Added 4.2%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
192,369
shares
|
$39.1 Million
6.42% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
191,560
shares
|
$39 Million
0.13% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
187,477
shares
|
$38.1 Million
0.09% of portfolio
|
Q3 2023
Reduced 7.17%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
183,032
shares
|
$37.2 Million
4.38% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
182,304
shares
|
$37.1 Million
1.44% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
181,253
shares
|
$36.9 Million
0.31% of portfolio
|
Q4 2024
Added 1545.51%
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
180,243
shares
|
$36.7 Million
15.12% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
172,974
shares
|
$35.2 Million
1.39% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
171,840
shares
|
$35 Million
0.34% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
164,992
shares
|
$33.6 Million
0.07% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
161,624
shares
|
$32.9 Million
0.06% of portfolio
|
Q4 2024
Added 69.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
160,437
shares
|
$32.6 Million
0.21% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
158,567
shares
|
$32.3 Million
1.03% of portfolio
|
Q3 2024
Reduced 88.46%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
157,304
shares
|
$32 Million
4.22% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
148,957
shares
|
$30.3 Million
0.2% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
145,513
shares
|
$29.6 Million
4.16% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
142,859
shares
|
$29.1 Million
0.06% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
142,408
shares
|
$29 Million
9.38% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
140,913
shares
|
$28.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
140,799
shares
|
$28.6 Million
3.34% of portfolio
|
Q3 2024
Added 0.53%
|