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 |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
1,719
shares
|
$345,501
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,716
shares
|
$344,898
0.28% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,711
shares
|
$343,893
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
1,706
shares
|
$342,888
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,706
shares
|
$342,888
0.05% of portfolio
|
Q3 2023
Added 16.77%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
1,704
shares
|
$342,486
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,702
shares
|
$342,084
0.07% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,701
shares
|
$341,883
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,700
shares
|
$341,683
0.27% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Feb 12, 2025 Q4 2024 |
1,678
shares
|
$337,261
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$336,457
0.22% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
1,673
shares
|
$336,256
0.03% of portfolio
|
Q2 2024
Reduced 12.96%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,661
shares
|
$333,844
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,660
shares
|
$333,643
0.05% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,653
shares
|
$332,236
0.09% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
1,650
shares
|
$331,633
0.14% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$331,231
0.24% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,646
shares
|
$330,829
0.04% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
1,638
shares
|
$329,221
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,637
shares
|
$329,020
0.14% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,631
shares
|
$327,814
0.02% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,628
shares
|
$327,211
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,625
shares
|
$326,608
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,614
shares
|
$324,397
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,613
shares
|
$324,196
0.01% of portfolio
|
Q4 2024
Added 17.48%
|