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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,901
shares
|
$382,081
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
1,898
shares
|
$381,479
0.23% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,894
shares
|
$380,675
0.01% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
1,893
shares
|
$380,474
0.12% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,887
shares
|
$379,268
0.01% of portfolio
|
Q3 2023
Reduced 48.53%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,885
shares
|
$378,866
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,884
shares
|
$378,665
0.04% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
1,883
shares
|
$378,464
0.16% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,882
shares
|
$378,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
1,878
shares
|
$377,459
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
1,873
shares
|
$376,454
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,869
shares
|
$375,650
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,869
shares
|
$375,650
0.02% of portfolio
|
Q3 2024
Added 843.94%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,862
shares
|
$374,243
0.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
1,860
shares
|
$373,841
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,854
shares
|
$372,635
0.01% of portfolio
|
Q4 2024
Added 20.86%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,854
shares
|
$372,635
0.08% of portfolio
|
Q1 2024
Added 59.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,852
shares
|
$372,233
0.05% of portfolio
|
Q2 2024
Added 13.48%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$371,831
0.06% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
1,841
shares
|
$370,022
0.66% of portfolio
|
Q4 2023
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
1,838
shares
|
$369,419
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$369,017
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,835
shares
|
$368,816
0.01% of portfolio
|
Q4 2022
Reduced 16.36%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,832
shares
|
$368,213
0.18% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,828
shares
|
$367,409
0.28% of portfolio
|
Q4 2024
Added 0.49%
|