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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$7.39 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
38,822
shares
|
$7.34 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.34 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
38,814
shares
|
$7.34 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.33 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
38,731
shares
|
$7.32 Million
2.56% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38,320
shares
|
$7.24 Million
0.07% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
38,280
shares
|
$7.23 Million
0.33% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
38,003
shares
|
$7.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
37,790
shares
|
$7.14 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
37,588
shares
|
$7.1 Million
0.49% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
37,484
shares
|
$7.08 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
37,484
shares
|
$7.08 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
37,434
shares
|
$7.07 Million
0.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
37,223
shares
|
$7.03 Million
0.46% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
37,217
shares
|
$7.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.6%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
37,115
shares
|
$7.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
36,935
shares
|
$6.98 Million
2.59% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
36,919
shares
|
$6.98 Million
1.91% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
36,421
shares
|
$6.88 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$6.84 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
36,154
shares
|
$6.83 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
|
$6.8 Million
0.08% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
35,917
shares
|
$6.79 Million
0.25% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
35,610
shares
|
$6.73 Million
5.92% of portfolio
|
Q1 2025
Added 0.57%
|