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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,002
shares
|
$402,381
0.05% of portfolio
|
Q4 2024
Added 33.2%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$401,980
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$401,980
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,998
shares
|
$401,578
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,996
shares
|
$401,176
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
1,986
shares
|
$399,166
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,980
shares
|
$397,960
0.08% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,978
shares
|
$397,558
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,977
shares
|
$397,357
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,976
shares
|
$397,156
0.02% of portfolio
|
Q2 2022
Reduced 14.09%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,969
shares
|
$395,749
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
1,969
shares
|
$395,749
0.14% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
1,968
shares
|
$395,548
0.31% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,963
shares
|
$394,543
0.03% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,960
shares
|
$393,940
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
1,959
shares
|
$393,739
0.05% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,949
shares
|
$391,729
0.03% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,943
shares
|
$390,523
0.1% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,942
shares
|
$390,322
0.02% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,939
shares
|
$389,719
0.01% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,937
shares
|
$389,317
0.0% of portfolio
|
Q3 2024
Reduced 51.84%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,937
shares
|
$389,317
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,936
shares
|
$389,116
0.13% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,928
shares
|
$387,508
0.02% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
1,923
shares
|
$386,503
0.04% of portfolio
|
Q4 2024
Added 47.92%
|