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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$229,163
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,108
shares
|
$228,957
0.08% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$228,543
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,106
shares
|
$228,543
0.01% of portfolio
|
Q2 2024
Added 111.07%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,106
shares
|
$228,543
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
1,105
shares
|
$228,337
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1,104
shares
|
$228,130
0.06% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
1,100
shares
|
$227,303
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,083
shares
|
$223,791
0.26% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,080
shares
|
$223,171
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,079
shares
|
$222,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,078
shares
|
$222,757
0.08% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
1,078
shares
|
$222,757
0.33% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,076
shares
|
$222,344
0.04% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,076
shares
|
$222,344
0.06% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,075
shares
|
$222,137
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,073
shares
|
$221,724
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,068
shares
|
$220,691
0.02% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,065
shares
|
$220,071
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
1,061
shares
|
$219,245
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,060
shares
|
$219,038
0.05% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,057
shares
|
$218,418
0.05% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,052
shares
|
$217,385
0.08% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$216,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$215,732
0.07% of portfolio
|
Q3 2024
New holding
|