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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
54,868
shares
|
$11.2 Million
1.63% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,635
shares
|
$11.1 Million
0.2% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
54,429
shares
|
$11.1 Million
0.63% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
54,330
shares
|
$11.1 Million
0.52% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
54,012
shares
|
$11 Million
6.91% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$10.9 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
52,032
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
51,956
shares
|
$10.6 Million
2.71% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
51,663
shares
|
$10.5 Million
0.35% of portfolio
|
Q4 2024
Added 42.13%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
51,628
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
51,343
shares
|
$10.4 Million
0.71% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
50,798
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Added 1722.68%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
50,744
shares
|
$10.3 Million
3.33% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
50,697
shares
|
$10.3 Million
1.81% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
50,683
shares
|
$10.3 Million
0.27% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
50,560
shares
|
$10.3 Million
0.11% of portfolio
|
Q4 2024
Added 31.54%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
50,501
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
50,296
shares
|
$10.2 Million
5.21% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
50,041
shares
|
$10.2 Million
4.71% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
49,914
shares
|
$10.2 Million
3.59% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$10 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
48,593
shares
|
$9.89 Million
0.1% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
48,293
shares
|
$9.82 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
48,106
shares
|
$9.79 Million
7.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
47,703
shares
|
$9.7 Million
0.6% of portfolio
|
Q3 2024
Reduced 16.06%
|