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 |
|---|---|---|---|---|---|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
97,990
shares
|
$19.9 Million
10.47% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
97,881
shares
|
$19.9 Million
2.77% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
97,002
shares
|
$19.7 Million
3.18% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
96,382
shares
|
$19.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
96,344
shares
|
$19.6 Million
0.73% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$19.6 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
96,128
shares
|
$19.6 Million
2.23% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
92,416
shares
|
$18.8 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
86,829
shares
|
$17.7 Million
4.42% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
86,584
shares
|
$17.6 Million
0.05% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
84,873
shares
|
$17.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
83,968
shares
|
$17.1 Million
10.27% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
83,036
shares
|
$16.9 Million
0.96% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
82,989
shares
|
$16.9 Million
5.94% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
82,417
shares
|
$16.8 Million
0.15% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
81,638
shares
|
$16.6 Million
0.16% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
80,173
shares
|
$16.3 Million
16.78% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
79,679
shares
|
$16.2 Million
3.08% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
79,626
shares
|
$16.2 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
78,715
shares
|
$16 Million
3.12% of portfolio
|
Q3 2022
Added 1.77%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
78,342
shares
|
$15.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
77,745
shares
|
$15.8 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
77,468
shares
|
$15.8 Million
4.48% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
77,132
shares
|
$15.7 Million
0.23% of portfolio
|
Q4 2023
Reduced 1.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,929
shares
|
$15.4 Million
2.03% of portfolio
|
Q2 2024
Reduced 0.67%
|