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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,602
shares
|
$522,975
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
2,595
shares
|
$521,569
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,580
shares
|
$518,554
0.01% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
2,572
shares
|
$516,946
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,568
shares
|
$516,142
0.86% of portfolio
|
Q2 2022
Added 1.06%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,568
shares
|
$516,142
0.04% of portfolio
|
Q4 2024
Added 56.87%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
2,554
shares
|
$513,328
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,548
shares
|
$512,122
0.12% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,546
shares
|
$511,720
0.04% of portfolio
|
Q3 2024
Added 60.53%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,528
shares
|
$508,102
0.32% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,526
shares
|
$507,700
0.01% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,525
shares
|
$507,499
0.25% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
2,516
shares
|
$505,690
0.2% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,503
shares
|
$503,077
0.1% of portfolio
|
Q2 2022
Added 19.02%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,487
shares
|
$499,862
0.31% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,479
shares
|
$498,254
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,455
shares
|
$493,430
0.11% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
2,454
shares
|
$493,229
0.38% of portfolio
|
Q3 2022
Reduced 95.25%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,442
shares
|
$490,817
0.1% of portfolio
|
Q4 2024
Added 46.75%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
2,442
shares
|
$490,817
0.23% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
2,440
shares
|
$490,415
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,433
shares
|
$489,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
2,428
shares
|
$488,003
0.21% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
2,415
shares
|
$485,390
0.05% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
2,407
shares
|
$483,782
0.06% of portfolio
|
Q4 2024
Added 41.09%
|