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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,736
shares
|
$3.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
19,734
shares
|
$3.94 Million
1.26% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
19,690
shares
|
$3.93 Million
1.18% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
19,531
shares
|
$3.9 Million
0.71% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
19,450
shares
|
$3.88 Million
0.8% of portfolio
|
Q1 2025
Reduced 40.41%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
19,442
shares
|
$3.88 Million
0.36% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
19,430
shares
|
$3.88 Million
1.96% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
19,416
shares
|
$3.88 Million
3.13% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
19,268
shares
|
$3.85 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
19,190
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
19,188
shares
|
$3.83 Million
0.5% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
19,088
shares
|
$3.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
19,017
shares
|
$3.8 Million
0.54% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
19,003
shares
|
$3.8 Million
1.77% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
18,970
shares
|
$3.79 Million
0.42% of portfolio
|
Q2 2025
Added 211.09%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
18,950
shares
|
$3.78 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
18,902
shares
|
$3.78 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,691
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
18,681
shares
|
$3.73 Million
0.94% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
18,578
shares
|
$3.71 Million
0.15% of portfolio
|
Q1 2025
Added 45.25%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
18,547
shares
|
$3.7 Million
3.0% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,539
shares
|
$3.7 Million
0.11% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,409
shares
|
$3.68 Million
0.25% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
18,324
shares
|
$3.66 Million
1.13% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,168
shares
|
$3.63 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.61%
|