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 |
|---|---|---|---|---|---|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
28,350
shares
|
$5.36 Million
2.81% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
28,138
shares
|
$5.32 Million
1.54% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
28,098
shares
|
$5.31 Million
2.77% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
28,074
shares
|
$5.31 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
27,560
shares
|
$5.21 Million
3.51% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
27,525
shares
|
$5.2 Million
0.13% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
27,512
shares
|
$5.2 Million
0.2% of portfolio
|
Q1 2025
Added 928.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
27,418
shares
|
$5.18 Million
2.36% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
27,398
shares
|
$5.18 Million
3.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
26,973
shares
|
$5.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
26,903
shares
|
$5.08 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
26,542
shares
|
$5.02 Million
2.8% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
26,528
shares
|
$5.01 Million
1.22% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
26,442
shares
|
$5 Million
0.62% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
26,390
shares
|
$4.99 Million
0.33% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
26,260
shares
|
$4.96 Million
1.3% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
26,248
shares
|
$4.96 Million
1.81% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Tenret CO LLC
|
May 20, 2025 Q1 2025 |
25,809
shares
|
$4.88 Million
2.92% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
25,754
shares
|
$4.87 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
25,719
shares
|
$4.86 Million
2.76% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
25,625
shares
|
$4.84 Million
0.05% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
25,470
shares
|
$4.81 Million
3.95% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,454
shares
|
$4.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
25,241
shares
|
$4.77 Million
0.42% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
24,919
shares
|
$4.71 Million
1.11% of portfolio
|
Q1 2025
Added 39.93%
|