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 1,718 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
24,509
shares
|
$4.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
24,350
shares
|
$4.86 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
24,243
shares
|
$4.84 Million
0.66% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
24,235
shares
|
$4.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
24,234
shares
|
$4.84 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
24,184
shares
|
$4.83 Million
0.46% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
24,114
shares
|
$4.82 Million
3.46% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$4.81 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
24,050
shares
|
$4.8 Million
1.54% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,796
shares
|
$4.75 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
23,786
shares
|
$4.75 Million
1.24% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
23,756
shares
|
$4.74 Million
2.21% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
23,708
shares
|
$4.74 Million
2.79% of portfolio
|
Q3 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
23,611
shares
|
$4.72 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
23,555
shares
|
$4.7 Million
0.25% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,387
shares
|
$4.67 Million
0.12% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,383
shares
|
$4.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
23,247
shares
|
$4.64 Million
0.41% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
23,121
shares
|
$4.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,080
shares
|
$4.61 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
22,971
shares
|
$4.59 Million
0.28% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
22,797
shares
|
$4.55 Million
2.86% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
22,704
shares
|
$4.53 Million
2.42% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
22,631
shares
|
$4.52 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
22,577
shares
|
$4.51 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.84%
|