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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$4.69 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
24,796
shares
|
$4.69 Million
1.86% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
24,748
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
24,747
shares
|
$4.68 Million
0.57% of portfolio
|
Q1 2025
Added 39.01%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
24,644
shares
|
$4.66 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
24,566
shares
|
$4.64 Million
0.08% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,521
shares
|
$4.63 Million
1.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
24,509
shares
|
$4.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
24,360
shares
|
$4.6 Million
0.89% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
24,350
shares
|
$4.6 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
24,235
shares
|
$4.58 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
24,234
shares
|
$4.58 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
24,114
shares
|
$4.56 Million
3.46% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$4.56 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
24,050
shares
|
$4.54 Million
1.54% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
23,976
shares
|
$4.53 Million
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,796
shares
|
$4.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
23,708
shares
|
$4.48 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
|
$4.46 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
23,586
shares
|
$4.46 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
23,555
shares
|
$4.45 Million
0.25% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
23,431
shares
|
$4.43 Million
2.36% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
23,395
shares
|
$4.42 Million
1.25% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,387
shares
|
$4.42 Million
0.12% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
23,228
shares
|
$4.39 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.96%
|