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 1,751 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,229,662
shares
|
$3.02 Billion
0.22% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
4,360,477
shares
|
$865 Million
2.04% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,865,623
shares
|
$767 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,200,471
shares
|
$635 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,809,616
shares
|
$359 Million
0.08% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,703,138
shares
|
$338 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,633,911
shares
|
$324 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
1,483,454
shares
|
$294 Million
9.31% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$288 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,436,793
shares
|
$285 Million
0.1% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
1,426,827
shares
|
$283 Million
0.34% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,136,586
shares
|
$226 Million
0.51% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,062,970
shares
|
$211 Million
0.16% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
923,880
shares
|
$183 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
880,807
shares
|
$175 Million
0.31% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
873,500
shares
|
$173 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
826,674
shares
|
$164 Million
0.36% of portfolio
|
Q2 2025
Added 70.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
821,531
shares
|
$163 Million
0.21% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
794,775
shares
|
$158 Million
0.77% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
782,506
shares
|
$155 Million
0.4% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
780,538
shares
|
$155 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
777,889
shares
|
$154 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
739,019
shares
|
$147 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
665,646
shares
|
$132 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
648,984
shares
|
$129 Million
0.01% of portfolio
|
Q1 2025
Added 5.64%
|