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 1,719 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 $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
27,512
shares
|
$5.49 Million
0.2% of portfolio
|
Q1 2025
Added 928.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
27,418
shares
|
$5.48 Million
2.36% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
27,398
shares
|
$5.47 Million
3.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
27,286
shares
|
$5.45 Million
2.51% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
26,973
shares
|
$5.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
26,442
shares
|
$5.28 Million
0.62% of portfolio
|
Q1 2023
Reduced 3.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
26,390
shares
|
$5.27 Million
0.33% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
26,379
shares
|
$5.27 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
26,260
shares
|
$5.24 Million
1.3% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
26,248
shares
|
$5.24 Million
1.81% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
25,754
shares
|
$5.14 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
|
$5.14 Million
2.76% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
25,625
shares
|
$5.12 Million
0.05% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
25,467
shares
|
$5.09 Million
1.56% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,454
shares
|
$5.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
25,251
shares
|
$5.04 Million
0.92% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
25,241
shares
|
$5.04 Million
0.42% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
25,195
shares
|
$5.03 Million
3.7% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
24,919
shares
|
$4.98 Million
1.11% of portfolio
|
Q1 2025
Added 39.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$4.96 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
24,796
shares
|
$4.95 Million
1.86% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
24,748
shares
|
$4.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
24,644
shares
|
$4.92 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
24,566
shares
|
$4.91 Million
0.08% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
24,530
shares
|
$4.9 Million
1.22% of portfolio
|
Q2 2025
Added 0.04%
|