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 |
|---|---|---|---|---|---|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$5.9 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
30,932
shares
|
$5.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
30,824
shares
|
$5.83 Million
0.42% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
30,560
shares
|
$5.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
30,471
shares
|
$5.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
30,453
shares
|
$5.76 Million
0.56% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
30,165
shares
|
$5.7 Million
0.81% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
29,959
shares
|
$5.66 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
29,910
shares
|
$5.65 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
29,689
shares
|
$5.61 Million
0.77% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
29,643
shares
|
$5.6 Million
1.05% of portfolio
|
Q1 2025
Added 300.42%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
29,580
shares
|
$5.59 Million
0.5% of portfolio
|
Q1 2025
Added 19.1%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
29,240
shares
|
$5.53 Million
2.22% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
29,183
shares
|
$5.52 Million
0.79% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
28,988
shares
|
$5.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
28,969
shares
|
$5.47 Million
0.74% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$5.47 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
28,794
shares
|
$5.44 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
28,792
shares
|
$5.44 Million
0.18% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
28,772
shares
|
$5.44 Million
1.84% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
28,748
shares
|
$5.43 Million
0.37% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
28,621
shares
|
$5.41 Million
0.43% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
28,606
shares
|
$5.41 Million
2.2% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,503
shares
|
$5.39 Million
0.12% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
28,365
shares
|
$5.36 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.51%
|