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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,405
shares
|
$483,380
0.04% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,405
shares
|
$483,380
0.1% of portfolio
|
Q2 2024
Reduced 53.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
2,400
shares
|
$482,376
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,392
shares
|
$480,768
0.16% of portfolio
|
Q2 2024
Reduced 18.33%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,373
shares
|
$476,949
0.14% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
2,371
shares
|
$476,547
0.02% of portfolio
|
Q2 2024
Reduced 20.99%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
2,351
shares
|
$472,527
0.04% of portfolio
|
Q4 2024
Added 31.41%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
2,348
shares
|
$471,924
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,345
shares
|
$471,321
0.34% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,330
shares
|
$468,306
0.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,323
shares
|
$466,899
0.23% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,317
shares
|
$465,693
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,308
shares
|
$463,884
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
2,280
shares
|
$458,257
0.15% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,279
shares
|
$458,056
0.14% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
2,279
shares
|
$458,056
0.31% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,272
shares
|
$456,649
0.08% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
2,271
shares
|
$456,448
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,264
shares
|
$455,041
0.23% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
2,258
shares
|
$453,835
0.06% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,242
shares
|
$450,619
0.08% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,241
shares
|
$450,418
0.0% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,222
shares
|
$446,599
0.11% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
2,193
shares
|
$440,771
0.12% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,178
shares
|
$437,756
0.0% of portfolio
|
Q3 2024
Reduced 88.49%
|