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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
64,897
shares
|
$13.2 Million
4.23% of portfolio
|
Q1 2023
Added 0.19%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
64,030
shares
|
$13 Million
6.7% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Hillman CO
|
Jan 21, 2025 Q4 2024 |
63,100
shares
|
$12.8 Million
6.18% of portfolio
|
Q1 2024
Added 135.2%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
62,778
shares
|
$12.8 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
62,670
shares
|
$12.7 Million
4.74% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
62,495
shares
|
$12.7 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
62,019
shares
|
$12.6 Million
1.44% of portfolio
|
Q3 2024
Added 825.1%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
61,869
shares
|
$12.6 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
61,708
shares
|
$12.6 Million
2.81% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
60,917
shares
|
$12.4 Million
0.3% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
60,472
shares
|
$12.3 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,335
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
59,689
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
59,422
shares
|
$12.1 Million
4.15% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
59,150
shares
|
$12 Million
0.14% of portfolio
|
Q4 2024
Added 573.54%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
58,929
shares
|
$12 Million
2.88% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
58,403
shares
|
$11.9 Million
5.29% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$11.7 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
57,326
shares
|
$11.7 Million
2.81% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
56,993
shares
|
$11.6 Million
0.61% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
56,907
shares
|
$11.6 Million
4.06% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
55,988
shares
|
$11.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
55,956
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
55,695
shares
|
$11.3 Million
4.61% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
55,470
shares
|
$11.3 Million
1.78% of portfolio
|
Q4 2024
Added 5.95%
|