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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,811
shares
|
$363,992
0.06% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,810
shares
|
$363,791
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
1,810
shares
|
$363,791
0.16% of portfolio
|
Q3 2024
Added 43.54%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,810
shares
|
$363,791
0.01% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
1,806
shares
|
$362,987
0.14% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,805
shares
|
$362,786
0.03% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
1,804
shares
|
$362,585
0.04% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
1,802
shares
|
$362,183
0.05% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,791
shares
|
$359,973
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,789
shares
|
$359,571
0.03% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,763
shares
|
$354,345
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
1,760
shares
|
$353,742
0.0% of portfolio
|
Q2 2024
Reduced 7.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$352,938
0.13% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,754
shares
|
$352,536
0.01% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,753
shares
|
$352,335
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,752
shares
|
$352,134
0.23% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
1,750
shares
|
$351,732
0.14% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,748
shares
|
$351,330
0.17% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,745
shares
|
$350,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
1,744
shares
|
$350,526
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
1,743
shares
|
$350,325
0.2% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,732
shares
|
$348,114
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,730
shares
|
$347,712
0.05% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,725
shares
|
$346,707
0.11% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
1,720
shares
|
$345,702
0.35% of portfolio
|
Q4 2024
Reduced 7.77%
|