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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,265
shares
|
$261,399
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,263
shares
|
$260,986
0.07% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,262
shares
|
$260,779
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,260
shares
|
$260,366
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,260
shares
|
$260,366
0.01% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,259
shares
|
$260,159
0.06% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,254
shares
|
$259,126
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$258,299
0.01% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
1,249
shares
|
$258,093
0.07% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
1,248
shares
|
$257,886
0.02% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$257,060
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,237
shares
|
$255,613
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,230
shares
|
$254,167
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,228
shares
|
$253,753
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,228
shares
|
$253,753
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,220
shares
|
$252,100
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,220
shares
|
$252,100
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,215
shares
|
$251,067
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,211
shares
|
$250,241
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,209
shares
|
$249,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,207
shares
|
$249,414
0.0% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,198
shares
|
$247,554
0.09% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
1,194
shares
|
$246,728
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$245,901
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$245,901
0.05% of portfolio
|
Q3 2022
Added 0.25%
|