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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,101
shares
|
$223,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,100
shares
|
$223,773
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
1,090
shares
|
$221,738
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,084
shares
|
$220,518
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,084
shares
|
$220,518
0.04% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,083
shares
|
$220,314
0.26% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
1,078
shares
|
$219,297
0.33% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,076
shares
|
$218,890
0.04% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,076
shares
|
$218,890
0.06% of portfolio
|
Q1 2023
Added 21.93%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,075
shares
|
$218,687
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,075
shares
|
$218,687
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,073
shares
|
$218,280
0.05% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
1,073
shares
|
$218,280
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,068
shares
|
$217,263
0.02% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
1,065
shares
|
$216,652
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,061
shares
|
$215,839
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,060
shares
|
$215,635
0.05% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,057
shares
|
$215,025
0.05% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
1,056
shares
|
$214,822
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
1,053
shares
|
$214,211
0.09% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,052
shares
|
$214,008
0.08% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,046
shares
|
$212,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$212,380
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,042
shares
|
$211,974
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,037
shares
|
$210,956
0.08% of portfolio
|
Q4 2024
Added 3.8%
|