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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
404
shares
|
$82,185
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
400
shares
|
$81,372
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
399
shares
|
$81,168
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
398
shares
|
$80,965
0.04% of portfolio
|
Q4 2024
Reduced 64.37%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$80,558
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
388
shares
|
$78,930
0.0% of portfolio
|
Q4 2024
Added 823.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$76,693
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
374
shares
|
$76,082
0.01% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
369
shares
|
$75,065
0.02% of portfolio
|
Q4 2023
Reduced 38.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$74,048
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
358
shares
|
$72,827
0.02% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$71,200
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
325
shares
|
$66,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
324
shares
|
$65,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
321
shares
|
$65,301
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
317
shares
|
$64,487
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
317
shares
|
$64,487
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$63,877
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
310
shares
|
$63,063
0.04% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$62,046
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$62,046
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
290
shares
|
$58,994
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
285
shares
|
$57,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
277
shares
|
$56,350
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
268
shares
|
$54,519
0.0% of portfolio
|
Q3 2024
Reduced 57.53%
|