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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,751
shares
|
$552,923
0.16% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,748
shares
|
$552,320
0.36% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,746
shares
|
$551,918
0.05% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$551,918
0.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
2,740
shares
|
$550,712
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,724
shares
|
$547,496
0.13% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
2,720
shares
|
$546,692
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,718
shares
|
$546,290
0.05% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,712
shares
|
$545,084
0.27% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
2,709
shares
|
$544,481
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,703
shares
|
$543,275
0.33% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,687
shares
|
$540,060
0.86% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
2,680
shares
|
$538,653
0.36% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,663
shares
|
$535,236
0.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,662
shares
|
$535,035
0.04% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,660
shares
|
$534,633
0.08% of portfolio
|
Q2 2022
Reduced 27.32%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
2,652
shares
|
$533,025
0.35% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
2,647
shares
|
$532,020
0.2% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
2,641
shares
|
$530,814
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,638
shares
|
$530,211
0.02% of portfolio
|
Q4 2024
Added 38.92%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
2,629
shares
|
$528,402
0.01% of portfolio
|
Q4 2024
Added 28.75%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
2,616
shares
|
$525,789
0.14% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
2,615
shares
|
$525,588
0.17% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,615
shares
|
$525,588
0.02% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,606
shares
|
$523,779
0.22% of portfolio
|
Q4 2024
Reduced 1.73%
|