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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
75,176
shares
|
$15.3 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
74,493
shares
|
$15.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
74,298
shares
|
$15.1 Million
1.98% of portfolio
|
Q1 2022
Reduced 14.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
74,123
shares
|
$15.1 Million
0.09% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
73,807
shares
|
$15 Million
0.22% of portfolio
|
Q3 2024
Added 10310.01%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
73,163
shares
|
$14.9 Million
8.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
72,158
shares
|
$14.7 Million
0.56% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71,099
shares
|
$14.5 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
71,023
shares
|
$14.4 Million
2.7% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
70,799
shares
|
$14.4 Million
0.29% of portfolio
|
Q2 2024
Added 26.78%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
70,228
shares
|
$14.3 Million
3.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
69,174
shares
|
$14.1 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
69,098
shares
|
$14.1 Million
1.46% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
68,484
shares
|
$13.9 Million
5.82% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
68,411
shares
|
$13.9 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
68,278
shares
|
$13.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
67,986
shares
|
$13.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
67,537
shares
|
$13.7 Million
1.28% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
67,182
shares
|
$13.7 Million
2.13% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
67,085
shares
|
$13.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
66,992
shares
|
$13.6 Million
0.75% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
66,555
shares
|
$13.5 Million
4.99% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
65,378
shares
|
$13.3 Million
1.81% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
65,326
shares
|
$13.3 Million
0.19% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
65,035
shares
|
$13.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.53%
|