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 |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
38,814
shares
|
$7.75 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,814
shares
|
$7.75 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.74 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
38,583
shares
|
$7.71 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
38,475
shares
|
$7.68 Million
1.96% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38,320
shares
|
$7.65 Million
0.07% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
38,280
shares
|
$7.65 Million
0.33% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
38,003
shares
|
$7.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
37,588
shares
|
$7.51 Million
0.49% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
37,484
shares
|
$7.49 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
37,484
shares
|
$7.49 Million
0.27% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
37,434
shares
|
$7.48 Million
0.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
37,223
shares
|
$7.43 Million
0.46% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
37,217
shares
|
$7.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.6%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
37,115
shares
|
$7.41 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
36,935
shares
|
$7.38 Million
2.59% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
36,919
shares
|
$7.37 Million
1.91% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
36,421
shares
|
$7.27 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.23 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
36,154
shares
|
$7.22 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
35,987
shares
|
$7.19 Million
0.08% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
35,871
shares
|
$7.16 Million
3.15% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
35,610
shares
|
$7.11 Million
5.63% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
35,175
shares
|
$7.03 Million
5.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
35,023
shares
|
$7 Million
1.8% of portfolio
|
Q1 2025
Added 2.07%
|