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 1,718 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
17,000,309
shares
|
$3.4 Billion
0.26% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,174,765
shares
|
$834 Million
2.15% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,932,705
shares
|
$785 Million
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,353,053
shares
|
$670 Million
1.48% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,798,046
shares
|
$359 Million
0.08% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,773,578
shares
|
$354 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,752,227
shares
|
$350 Million
0.84% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,670,851
shares
|
$334 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
1,541,432
shares
|
$308 Million
10.03% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,452,124
shares
|
$290 Million
2.67% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,389,827
shares
|
$278 Million
0.11% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
1,385,332
shares
|
$277 Million
0.34% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,311,587
shares
|
$262 Million
0.22% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
967,699
shares
|
$193 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
873,500
shares
|
$174 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
798,111
shares
|
$159 Million
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
792,246
shares
|
$158 Million
2.26% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
779,514
shares
|
$156 Million
0.04% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
774,998
shares
|
$155 Million
0.45% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
773,070
shares
|
$154 Million
0.2% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
748,249
shares
|
$149 Million
0.2% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
745,659
shares
|
$149 Million
0.8% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
718,232
shares
|
$143 Million
0.27% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
648,984
shares
|
$130 Million
0.01% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$125 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|