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 |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
2,942
shares
|
$591,312
0.47% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,936
shares
|
$590,106
0.17% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
2,925
shares
|
$587,895
0.27% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
2,922
shares
|
$587,292
0.31% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,899
shares
|
$582,670
0.27% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
2,888
shares
|
$580,459
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
2,881
shares
|
$579,052
0.06% of portfolio
|
Q4 2022
Reduced 7.06%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,872
shares
|
$577,243
0.04% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,867
shares
|
$576,238
0.33% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
2,860
shares
|
$574,831
0.12% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,850
shares
|
$572,821
0.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
2,838
shares
|
$570,409
0.07% of portfolio
|
Q4 2024
Added 58.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,828
shares
|
$568,399
0.06% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
2,827
shares
|
$568,198
0.51% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,824
shares
|
$567,595
0.02% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,805
shares
|
$563,776
0.0% of portfolio
|
Q3 2024
Added 14.86%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$563,374
0.09% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,802
shares
|
$563,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,795
shares
|
$561,767
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
2,791
shares
|
$560,963
0.06% of portfolio
|
Q1 2024
Added 19.07%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,785
shares
|
$559,757
0.03% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,777
shares
|
$558,149
0.04% of portfolio
|
Q3 2024
Added 40.82%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,769
shares
|
$556,541
0.08% of portfolio
|
Q4 2023
Added 5.81%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,768
shares
|
$556,340
0.05% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,765
shares
|
$555,737
0.02% of portfolio
|
Q2 2024
New holding
|