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 1,703 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
18,452,222
shares
|
$3.22 Billion
0.31% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,998,206
shares
|
$697 Million
2.18% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,857,217
shares
|
$672 Million
0.05% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,546,772
shares
|
$618 Million
1.69% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,400,592
shares
|
$418 Million
0.45% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,878,380
shares
|
$327 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,781,230
shares
|
$310 Million
0.08% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,722,474
shares
|
$300 Million
0.06% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,693,990
shares
|
$295 Million
0.98% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
1,541,432
shares
|
$269 Million
10.03% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$253 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
1,314,899
shares
|
$229 Million
0.35% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,287,839
shares
|
$224 Million
0.11% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,034,964
shares
|
$180 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
982,869
shares
|
$171 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
858,328
shares
|
$150 Million
2.22% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
822,212
shares
|
$143 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
791,454
shares
|
$138 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
761,595
shares
|
$133 Million
0.46% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
756,522
shares
|
$132 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
743,017
shares
|
$129 Million
0.85% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
714,644
shares
|
$125 Million
0.21% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
696,587
shares
|
$121 Million
0.19% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
695,079
shares
|
$121 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
650,087
shares
|
$113 Million
0.28% of portfolio
|
Q4 2024
Added 2.37%
|