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 |
---|---|---|---|---|---|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$8.8 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
43,253
shares
|
$8.64 Million
0.84% of portfolio
|
Q1 2025
Added 14.46%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
43,154
shares
|
$8.62 Million
2.63% of portfolio
|
Q2 2025
Added 11.42%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
43,103
shares
|
$8.61 Million
0.65% of portfolio
|
Q2 2025
Added 4.97%
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
42,944
shares
|
$8.58 Million
0.05% of portfolio
|
Q1 2025
Added 8.08%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
42,086
shares
|
$8.41 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
|
$8.4 Million
5.94% of portfolio
|
Q1 2025
Added 0.47%
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
41,966
shares
|
$8.38 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
41,327
shares
|
$8.25 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
41,268
shares
|
$8.24 Million
4.96% of portfolio
|
Q1 2025
Added 2.44%
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
41,037
shares
|
$8.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
41,005
shares
|
$8.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
40,882
shares
|
$8.17 Million
0.16% of portfolio
|
Q1 2025
Added 21.06%
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
40,783
shares
|
$8.15 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
40,501
shares
|
$8.09 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
|
$8.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
40,211
shares
|
$8.03 Million
1.31% of portfolio
|
Q1 2025
Added 5.41%
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
39,621
shares
|
$7.91 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
|
$7.87 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
39,350
shares
|
$7.86 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
39,240
shares
|
$7.84 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$7.81 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
39,064
shares
|
$7.8 Million
0.98% of portfolio
|
Q2 2025
Added 10.33%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
38,822
shares
|
$7.75 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.75 Million
3.25% of portfolio
|
Q4 2023
New holding
|