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 1,704 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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
44,829
shares
|
$8.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$8.46 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
44,449
shares
|
$8.4 Million
2.29% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
44,168
shares
|
$8.35 Million
3.39% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$8.33 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
43,253
shares
|
$8.17 Million
0.84% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
42,944
shares
|
$8.12 Million
0.05% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
42,086
shares
|
$7.95 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
42,035
shares
|
$7.94 Million
5.94% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
41,327
shares
|
$7.81 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
41,268
shares
|
$7.8 Million
4.96% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
41,063
shares
|
$7.76 Million
0.66% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
41,037
shares
|
$7.76 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
41,005
shares
|
$7.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
40,882
shares
|
$7.73 Million
0.16% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
40,783
shares
|
$7.71 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
40,501
shares
|
$7.65 Million
0.72% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,273
shares
|
$7.61 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
40,211
shares
|
$7.6 Million
1.31% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
40,154
shares
|
$7.59 Million
0.96% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
39,621
shares
|
$7.49 Million
3.56% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
39,383
shares
|
$7.44 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
39,358
shares
|
$7.44 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
39,350
shares
|
$7.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
39,240
shares
|
$7.42 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.77%
|