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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,417
shares
|
$284,802
0.16% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$283,596
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,410
shares
|
$283,395
0.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,408
shares
|
$282,993
0.05% of portfolio
|
Q2 2023
Reduced 1.05%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,400
shares
|
$281,386
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
1,400
shares
|
$281,386
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
1,396
shares
|
$280,582
0.36% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
1,393
shares
|
$279,979
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,392
shares
|
$279,778
0.07% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
1,388
shares
|
$278,974
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$278,773
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,385
shares
|
$278,371
0.07% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$278,371
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,384
shares
|
$278,170
0.19% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,380
shares
|
$277,366
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,380
shares
|
$277,366
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
1,376
shares
|
$276,562
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$275,959
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
1,360
shares
|
$273,346
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
1,353
shares
|
$271,939
0.37% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,341
shares
|
$269,527
0.05% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,330
shares
|
$267,316
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
1,323
shares
|
$265,909
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
1,316
shares
|
$264,502
0.14% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,315
shares
|
$264,301
0.11% of portfolio
|
Q3 2023
New holding
|