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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,165
shares
|
$236,995
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
1,164
shares
|
$236,792
0.06% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,161
shares
|
$236,182
0.09% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
1,160
shares
|
$235,978
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
1,160
shares
|
$235,978
0.04% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
1,155
shares
|
$234,961
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,148
shares
|
$233,537
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,143
shares
|
$232,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,143
shares
|
$232,520
0.16% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,140
shares
|
$231,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,133
shares
|
$230,486
0.06% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,129
shares
|
$229,672
0.02% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
1,126
shares
|
$229,062
0.04% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,123
shares
|
$228,451
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,119
shares
|
$227,638
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,118
shares
|
$227,434
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$227,434
0.0% of portfolio
|
Q3 2024
Reduced 70.31%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,116
shares
|
$227,027
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
1,115
shares
|
$226,824
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$225,603
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,108
shares
|
$225,400
0.08% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$224,993
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,106
shares
|
$224,993
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
1,105
shares
|
$224,790
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$224,586
0.06% of portfolio
|
Q4 2024
Added 0.45%
|