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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,515
shares
|
$304,499
0.12% of portfolio
|
Q4 2024
Added 26.99%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$302,891
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,504
shares
|
$302,288
0.25% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$301,485
0.03% of portfolio
|
Q2 2021
Reduced 4.03%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$301,485
0.22% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,499
shares
|
$301,284
0.25% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
1,498
shares
|
$301,083
0.13% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
1,498
shares
|
$301,083
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,481
shares
|
$297,666
0.03% of portfolio
|
Q4 2023
Reduced 0.87%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,478
shares
|
$297,063
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,478
shares
|
$297,063
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,475
shares
|
$296,460
0.04% of portfolio
|
Q2 2024
Added 26.61%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,473
shares
|
$296,058
0.05% of portfolio
|
Q3 2024
Reduced 27.01%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
1,473
shares
|
$296,058
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,470
shares
|
$295,455
0.05% of portfolio
|
Q3 2024
Reduced 73.74%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,465
shares
|
$294,450
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,464
shares
|
$294,249
0.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,461
shares
|
$293,646
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,459
shares
|
$293,244
0.24% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,458
shares
|
$293,043
0.16% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$289,224
0.0% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,428
shares
|
$287,013
0.02% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,426
shares
|
$286,611
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$285,606
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$285,003
0.02% of portfolio
|
Q4 2023
Added 45.73%
|