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 1,543 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
18,445,376
shares
|
$3.69 Billion
0.31% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,817,544
shares
|
$764 Million
2.2% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,756,951
shares
|
$752 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,697,782
shares
|
$740 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,382,526
shares
|
$477 Million
0.49% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,920,384
shares
|
$384 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,628,298
shares
|
$326 Million
0.07% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,607,845
shares
|
$322 Million
0.07% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,548,368
shares
|
$310 Million
0.94% of portfolio
|
Q3 2024
Added 655.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$291 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,287,672
shares
|
$258 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,230,640
shares
|
$246 Million
0.11% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
1,222,165
shares
|
$245 Million
11.87% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,061,231
shares
|
$212 Million
2.75% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
861,225
shares
|
$172 Million
6.63% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
847,549
shares
|
$170 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
792,026
shares
|
$159 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
786,533
shares
|
$157 Million
0.04% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
715,144
shares
|
$143 Million
0.43% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
710,066
shares
|
$142 Million
0.89% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
698,027
shares
|
$140 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
669,059
shares
|
$134 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
639,545
shares
|
$128 Million
0.19% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
635,026
shares
|
$127 Million
0.29% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$125 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|