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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,168
shares
|
$435,746
0.02% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,167
shares
|
$435,545
0.15% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,157
shares
|
$433,535
0.02% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,156
shares
|
$433,334
0.09% of portfolio
|
Q2 2022
Reduced 50.62%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
2,156
shares
|
$433,334
0.17% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
2,153
shares
|
$432,731
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,149
shares
|
$431,927
0.2% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
2,149
shares
|
$431,927
0.29% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,136
shares
|
$429,314
0.21% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,132
shares
|
$428,510
0.03% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,127
shares
|
$427,505
0.14% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,120
shares
|
$426,098
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
2,101
shares
|
$422,279
0.25% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,096
shares
|
$421,275
0.16% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,084
shares
|
$418,863
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,081
shares
|
$418,260
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
2,072
shares
|
$416,451
0.21% of portfolio
|
Q4 2023
Reduced 9.28%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,058
shares
|
$413,637
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,057
shares
|
$413,436
0.14% of portfolio
|
Q2 2024
Added 476.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$411,828
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
2,043
shares
|
$410,622
0.3% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,037
shares
|
$409,416
0.01% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,028
shares
|
$407,607
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
2,022
shares
|
$406,401
0.04% of portfolio
|
Q1 2024
Added 74.76%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,015
shares
|
$404,994
0.02% of portfolio
|
Q3 2024
Added 59.92%
|