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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,314
shares
|
$264,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,312
shares
|
$263,698
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
1,312
shares
|
$263,698
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
1,310
shares
|
$263,296
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,308
shares
|
$262,894
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,308
shares
|
$262,894
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$262,693
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,304
shares
|
$262,090
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,290
shares
|
$259,277
0.03% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,289
shares
|
$259,076
0.17% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$258,674
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,285
shares
|
$258,272
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
1,283
shares
|
$257,870
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,283
shares
|
$257,870
0.05% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
1,280
shares
|
$257,267
0.06% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,270
shares
|
$255,257
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,269
shares
|
$255,056
0.02% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,265
shares
|
$254,252
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,263
shares
|
$253,850
0.07% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,261
shares
|
$253,448
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,260
shares
|
$253,247
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,260
shares
|
$253,247
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,254
shares
|
$252,041
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,251
shares
|
$251,438
0.06% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$251,237
0.01% of portfolio
|
Q3 2024
Added 4.69%
|