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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
35,482
shares
|
$6.71 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
35,406
shares
|
$6.69 Million
0.88% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
35,279
shares
|
$6.67 Million
3.33% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
35,143
shares
|
$6.64 Million
5.2% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
35,023
shares
|
$6.62 Million
1.8% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
35,000
shares
|
$6.61 Million
3.52% of portfolio
|
Q2 2023
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
34,313
shares
|
$6.48 Million
1.14% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
34,249
shares
|
$6.47 Million
3.2% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,883
shares
|
$6.4 Million
5.19% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
33,679
shares
|
$6.36 Million
2.25% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
33,496
shares
|
$6.33 Million
1.07% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
33,436
shares
|
$6.32 Million
5.65% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,314
shares
|
$6.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
33,106
shares
|
$6.26 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
32,792
shares
|
$6.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
32,694
shares
|
$6.18 Million
4.09% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
32,643
shares
|
$6.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
32,516
shares
|
$6.14 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
32,412
shares
|
$6.13 Million
0.86% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
32,271
shares
|
$6.1 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
31,882
shares
|
$6.03 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
31,787
shares
|
$6.01 Million
0.21% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
31,761
shares
|
$6 Million
0.76% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
31,504
shares
|
$5.95 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,253
shares
|
$5.91 Million
0.02% of portfolio
|
Q1 2025
Added 7.65%
|