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 1,708 institutions that hold shares in the stock, with a total of 96.2 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
290
shares
|
$53,803
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
277
shares
|
$51,391
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
267
shares
|
$49,536
0.01% of portfolio
|
Q4 2024
Reduced 76.48%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
265
shares
|
$49,165
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
260
shares
|
$48,237
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$46,753
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
251
shares
|
$46,568
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
248
shares
|
$46,011
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
245
shares
|
$45,454
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
245
shares
|
$45,454
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
240
shares
|
$44,527
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
237
shares
|
$43,970
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
235
shares
|
$43,599
0.0% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
232
shares
|
$43,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
230
shares
|
$42,671
0.02% of portfolio
|
Q2 2024
Reduced 50.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
225
shares
|
$41,744
0.04% of portfolio
|
Q3 2024
Added 95.65%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
217
shares
|
$40,260
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
215
shares
|
$39,888
0.01% of portfolio
|
Q1 2023
Reduced 11.16%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
210
shares
|
$38,961
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
208
shares
|
$38,590
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
205
shares
|
$38,033
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$37,106
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
200
shares
|
$37,106
0.02% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
200
shares
|
$37,106
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
196
shares
|
$36,363
0.02% of portfolio
|
Q4 2024
New holding
|