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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
546
shares
|
$111,072
0.02% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
534
shares
|
$108,631
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
531
shares
|
$108,021
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$106,597
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
517
shares
|
$105,173
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$104,359
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
513
shares
|
$104,359
0.02% of portfolio
|
Q2 2024
Reduced 39.29%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
511
shares
|
$103,952
0.01% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
506
shares
|
$102,935
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
503
shares
|
$102,325
0.04% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
502
shares
|
$102,121
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
497
shares
|
$101,104
0.02% of portfolio
|
Q2 2024
Added 197.6%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
490
shares
|
$99,680
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
478
shares
|
$97,239
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
473
shares
|
$96,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
467
shares
|
$95,001
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
459
shares
|
$93,374
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
449
shares
|
$91,340
0.06% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
436
shares
|
$88,695
0.01% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
433
shares
|
$88,085
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
431
shares
|
$87,678
0.04% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
429
shares
|
$87,271
0.04% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
422
shares
|
$85,847
0.0% of portfolio
|
Q1 2024
Added 7.11%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
420
shares
|
$85,440
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
414
shares
|
$84,220
0.03% of portfolio
|
Q3 2024
Added 149.4%
|