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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
23,121
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
23,080
shares
|
$4.36 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
22,971
shares
|
$4.34 Million
0.28% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
22,631
shares
|
$4.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
22,577
shares
|
$4.27 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,504
shares
|
$4.25 Million
0.03% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,478
shares
|
$4.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,264
shares
|
$4.21 Million
0.09% of portfolio
|
Q3 2022
Added 65.07%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
21,982
shares
|
$4.15 Million
0.64% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
21,965
shares
|
$4.15 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
21,859
shares
|
$4.13 Million
0.18% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,786
shares
|
$4.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,725
shares
|
$4.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
21,518
shares
|
$4.07 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
21,392
shares
|
$4.04 Million
0.1% of portfolio
|
Q1 2024
Added 3.73%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
21,078
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
21,023
shares
|
$3.97 Million
0.96% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
20,987
shares
|
$3.97 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
20,980
shares
|
$3.96 Million
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
20,939
shares
|
$3.96 Million
3.45% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
20,885
shares
|
$3.95 Million
2.78% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
20,846
shares
|
$3.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
20,815
shares
|
$3.93 Million
0.45% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
20,617
shares
|
$3.9 Million
2.36% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
20,355
shares
|
$3.85 Million
3.37% of portfolio
|
Q1 2025
New holding
|