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 1,575 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,373
shares
|
$283,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$283,716
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
1,373
shares
|
$283,716
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,349
shares
|
$278,757
0.03% of portfolio
|
Q3 2024
Added 57.78%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,341
shares
|
$277,104
0.05% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,330
shares
|
$274,831
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
1,323
shares
|
$273,384
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
1,316
shares
|
$271,938
0.14% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,315
shares
|
$271,731
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,314
shares
|
$271,524
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,312
shares
|
$271,111
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
1,310
shares
|
$270,698
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,308
shares
|
$270,285
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$270,078
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$268,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1,300
shares
|
$268,632
0.06% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,290
shares
|
$266,565
0.03% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,289
shares
|
$266,358
0.17% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$265,945
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,285
shares
|
$265,532
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
1,283
shares
|
$265,119
0.02% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,283
shares
|
$265,119
0.05% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,271
shares
|
$262,639
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,270
shares
|
$262,432
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,269
shares
|
$262,226
0.02% of portfolio
|
Q4 2024
Reduced 5.86%
|