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Vanguard Small-Cap Value ETF (VBR) Institutional Ownership

Vanguard Small-Cap Value ETF logo
$199.65 +2.16 (+1.09%)
(As of 12/20/2024 05:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Number of
Institutional Buyers
(last 12 months)
835
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
661
Total
Institutional Outflows
(last 12 months)
$1.13B
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VBR Institutional Buying and Selling by Quarter

Vanguard Small-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.25,089$4.98M0.1%-10.2%0.017%
12/3/2024 Garde Capital Inc.62,495$12.55M0.8%-2.0%0.041%
12/2/2024 Capasso Planning Partners LLC5,646$1.13M0.3%-19.1%0.004%
12/2/2024 Beaird Harris Wealth Management LLC10,078$2.02M0.2%-1.4%0.007%
11/29/2024 American Trust1,140$229K0.0%N/A0.001%
11/27/2024 Franklin Resources Inc.3,515$711K0.0%-9.3%0.002%
11/26/2024 Peapack Gladstone Financial Corp65,035$13.06M0.2%-0.5%0.043%
11/25/2024 Synovus Financial Corp20,331$4.08M0.0%+162.0%0.013%
11/25/2024 Wilmington Savings Fund Society FSB6,628$1.33M0.0%N/A0.004%
11/25/2024 World Investment Advisors LLC158,567$31.84M0.8%+2,681.9%0.105%
11/25/2024 Sanctuary Advisors LLC135,452$28.99M0.2%+6.3%0.090%
11/25/2024 Pine Valley Investments Ltd Liability Co9,105$1.83M0.1%-2.1%0.006%
11/20/2024 SOA Wealth Advisors LLC.15,976$3.21M0.6%+3.2%0.011%
11/20/2024 Passumpsic Savings Bank2,589$520K0.3%+11.5%0.002%
11/19/2024 Barclays PLC240$48K0.0%-55.6%0.000%
11/19/2024 Invst LLC31,178$6.26M0.8%-14.3%0.021%
11/19/2024 Discipline Wealth Solutions LLC6,669$1.34M0.7%+34.4%0.004%
11/19/2024 M&T Bank Corp52,699$10.58M0.0%+1.4%0.035%
11/18/2024 Soltis Investment Advisors LLC3,501$703K0.1%N/A0.002%
11/18/2024 TD Private Client Wealth LLC9,281$1.86M0.1%+13.5%0.006%
11/18/2024 Sunbelt Securities Inc.122$25K0.0%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.23,897$4.93M0.1%+129.9%0.016%
11/18/2024 JDM Financial Group LLC140$28K0.0%-65.4%0.000%
11/15/2024 MidWestOne Financial Group Inc.4,381$880K0.1%-26.2%0.003%
11/15/2024 3Chopt Investment Partners LLC16,857$3.39M1.2%-1.9%0.011%
11/15/2024 Brophy Wealth Management LLC36,194$7.27M2.6%N/A0.024%
11/15/2024 M&T Bank Corp52,699$10.58M0.0%+1.4%0.035%
11/15/2024 Guardian Wealth Management Inc.2,965$595K0.4%+59.0%0.002%
11/15/2024 Nabity Jensen Investment Management Inc35,261$7.08M5.4%N/A0.023%
11/15/2024 Barclays PLC240$48K0.0%-55.6%0.000%
11/15/2024 Continuum Advisory LLC3,254$678K0.1%+3.0%0.002%
11/15/2024 LRI Investments LLC1,290$269K0.0%+16.4%0.001%
11/15/2024 Drucker Wealth 3.0 LLC2,548$512K0.1%-2.4%0.002%
11/15/2024 Roffman Miller Associates Inc. PA2,941$590K0.0%-2.4%0.002%
11/15/2024 Glass Jacobson Investment Advisors llc24,143$4.85M1.6%+0.8%0.016%
11/15/2024 MML Investors Services LLC230,599$46.30M0.2%-1.4%0.153%
11/15/2024 Legacy Investment Solutions LLC231$49K0.0%N/A0.000%
11/15/2024 Headinvest LLC1,100$221K0.0%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC4,285$860K0.0%-44.6%0.003%
11/15/2024 World Investment Advisors LLC1,373,829$275.84M1.5%+24,002.3%0.910%
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11/15/2024 National Bank of Canada FI1,965$395K0.0%+211.4%0.001%
11/15/2024 Glen Eagle Advisors LLC436$87K0.0%-12.1%0.000%
11/15/2024 EP Wealth Advisors LLC44,531$8.94M0.1%+27.8%0.029%
11/15/2024 Insigneo Advisory Services LLC5,434$1.09M0.1%+2.5%0.004%
11/15/2024 Kovitz Investment Group Partners LLC50,798$9.85M0.1%+1,722.7%0.034%
11/15/2024 Stifel Financial Corp300,556$60.35M0.1%+1.0%0.199%
11/15/2024 SWAN Capital LLC26,172$5.26M2.6%-29.1%0.017%
11/15/2024 SageView Advisory Group LLC4,348$873K0.0%-15.7%0.003%
11/15/2024 Quantinno Capital Management LP4,080$819K0.0%N/A0.003%
11/15/2024 Resurgent Financial Advisors LLC4,767$957K0.6%+7.0%0.003%
11/15/2024 Retirement Investment Advisors Inc.325,393$65.33M7.1%+4.1%0.215%
11/15/2024 Mission Creek Capital Partners Inc.32,746$6.58M1.5%-4.6%0.022%
11/15/2024 IHT Wealth Management LLC23,753$4.77M0.1%-0.8%0.016%
11/15/2024 Integrated Wealth Concepts LLC21,126$4.24M0.1%-15.3%0.014%
11/15/2024 HighTower Advisors LLC669,059$134.27M0.2%-3.5%0.443%
11/15/2024 Coastwise Capital Group LLC1,514$304K0.3%+14.0%0.001%
11/15/2024 Ascent Group LLC13,257$2.66M0.2%-3.8%0.009%
11/15/2024 Benjamin Edwards Inc.73,807$14.82M0.2%+10,310.0%0.049%
11/15/2024 Kestra Investment Management LLC85,661$17.20M0.7%+2.7%0.057%
11/15/2024 FSA Wealth Management LLC139$28K0.0%N/A0.000%
11/14/2024 Cobblestone Capital Advisors LLC NY1,046$210K0.0%N/A0.001%
11/14/2024 Tradition Wealth Management LLC67,537$13.56M1.2%+2.1%0.045%
11/14/2024 Kiely Wealth Advisory Group Inc.2,740$580K0.4%+4.5%0.002%
11/14/2024 Acropolis Investment Management LLC12,376$2.49M0.1%+1.0%0.008%
11/14/2024 TRUE Private Wealth Advisors12,133$2.44M0.3%+174.9%0.008%
11/14/2024 Flow Traders U.S. LLC12,109$2.43M0.1%+434.4%0.008%
11/14/2024 Arete Wealth Advisors LLC5,014$1.00M0.1%-4.8%0.003%
11/14/2024 Captrust Financial Advisors1,548,368$310.88M0.9%+655.6%1.025%
11/14/2024 Rockefeller Capital Management L.P.417,369$83.80M0.2%+3.6%0.276%
11/14/2024 Teachers Insurance & Annuity Association of America131$26K0.0%N/A0.000%
11/14/2024 Financial Counselors Inc.39,381$7.91M0.1%-0.9%0.026%
11/14/2024 Fiduciary Trust Co1,902$382K0.0%N/A0.001%
11/14/2024 Bell Investment Advisors Inc2,274$457K0.1%+8.9%0.002%
11/14/2024 CreativeOne Wealth LLC19,168$3.85M0.1%+14.2%0.013%
11/13/2024 Glenmede Trust Co. NA84,873$17.04M0.1%-0.1%0.056%
11/13/2024 RS Crum Inc.4,433$890K0.2%-3.0%0.003%
11/13/2024 Hardy Reed LLC7,428$1.49M0.1%-12.1%0.005%
11/13/2024 Townsquare Capital LLC20,353$4.09M0.0%-9.0%0.013%
11/13/2024 Baldwin Investment Management LLC6,319$1.27M0.2%-2.9%0.004%
11/13/2024 BNP Paribas Financial Markets27,708$5.56M0.0%-44.6%0.018%
11/13/2024 FMR LLC162,694$32.67M0.0%-1.7%0.108%
11/13/2024 D.A. Davidson & CO.68,575$13.77M0.1%-1.0%0.045%
11/13/2024 Bank of Montreal Can512,540$102.75M0.0%-0.2%0.339%
11/13/2024 Associated Banc Corp14,092$2.83M0.1%+12.6%0.009%
11/13/2024 Bank of Hawaii7,125$1.43M0.1%+2.1%0.005%
11/12/2024 Pekin Hardy Strauss Inc.3,556$714K0.1%+37.2%0.002%
11/12/2024 Summit Trail Advisors LLC2,389$480K0.0%+20.2%0.002%
11/12/2024 Cahill Financial Advisors Inc.14,776$2.97M0.4%-3.4%0.010%
11/12/2024 Centaurus Financial Inc.2,872$577K0.0%+5.0%0.002%
11/12/2024Larson Financial Group LLC5,069$1.02M0.1%+2.8%0.003%
Did You See Trump’s Bombshell Exec. Order 001? (Ad)

Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."

I put all the details together for you here — but please hurry. 
11/12/2024 Baltimore Washington Financial Advisors Inc.55,355$11.11M0.6%+5.7%0.037%
11/12/2024 Wescott Financial Advisory Group LLC6,936$1.39M0.1%-4.7%0.005%
11/12/2024 Truepoint Inc.25,225$5.07M0.1%-0.6%0.017%
11/12/2024 One Charles Private Wealth Services LLC8,519$1.71M0.7%-0.8%0.006%
11/12/2024 Kingsview Wealth Management LLC8,439$1.69M0.0%+13.6%0.006%
11/12/2024 Cerity Partners LLC258,619$51.93M0.1%-0.8%0.171%
11/12/2024 Great Valley Advisor Group Inc.7,802$1.57M0.0%+2.4%0.005%
11/12/2024 Certified Advisory Corp1,933$388K0.0%+7.1%0.001%
11/12/2024 Nicolet Advisory Services LLC1,789$353K0.0%-3.5%0.001%
11/12/2024 Flagstar Advisors Inc.4,720$948K0.2%+5.5%0.003%
(Data available from 1/1/2016 forward)

VBR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBR shares?

During the previous two years, 1,424 institutional investors and hedge funds held shares of Vanguard Small-Cap Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.64B), Bank of America Corp DE ($1.82B), Betterment LLC ($1.28B), Assetmark Inc. ($766.49M), Morgan Stanley ($619.27M), Jones Financial Companies Lllp ($585.85M), and Envestnet Asset Management Inc. ($399.47M).Learn more on VBR's institutional investors.

Which institutional investors have been buying Vanguard Small-Cap Value ETF stock?

Of the 1,218 institutional investors that purchased Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($20.23M), World Investment Advisors LLC ($1.52M), Captrust Financial Advisors ($1.34M), Essex Financial Services Inc. ($1.21M), Bank of Montreal Can ($995.36K), Bank of America Corp DE ($746.46K), and TIAA Trust National Association ($682.74K).

How much institutional buying is happening at Vanguard Small-Cap Value ETF?

Institutional investors have bought a total of 47,971,325 shares in the last 24 months. This purchase volume represents approximately $8.17B in transactions.

Which Vanguard Small-Cap Value ETF major shareholders have been selling company stock?

Of the 931 institutional investors that sold Vanguard Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Symmetry Partners LLC ($645.59K), Envestnet Asset Management Inc. ($621.26K), Mather Group LLC. ($425.44K), EP Wealth Advisors LLC ($404.60K), Allworth Financial LP ($386.05K), First Republic Investment Management Inc. ($356.20K), and Morgan Stanley ($311.63K).

How much institutional selling is happening at Vanguard Small-Cap Value ETF?

Institutional investors have sold a total of 12,114,556 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.


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This page (NYSEARCA:VBR) was last updated on 12/21/2024 by MarketBeat.com Staff
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