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 |
|---|---|---|---|---|---|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
18,159
shares
|
$3.63 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
18,154
shares
|
$3.63 Million
0.09% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
18,090
shares
|
$3.61 Million
1.1% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
18,055
shares
|
$3.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,048
shares
|
$3.6 Million
0.75% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
18,008
shares
|
$3.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,988
shares
|
$3.59 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
17,970
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
17,818
shares
|
$3.56 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,805
shares
|
$3.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
17,800
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
17,755
shares
|
$3.55 Million
1.79% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
17,692
shares
|
$3.53 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
17,591
shares
|
$3.51 Million
0.39% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,528
shares
|
$3.5 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
17,501
shares
|
$3.5 Million
1.13% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
17,373
shares
|
$3.47 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
17,303
shares
|
$3.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
17,281
shares
|
$3.45 Million
1.41% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
17,257
shares
|
$3.45 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
17,255
shares
|
$3.45 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
17,217
shares
|
$3.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,216
shares
|
$3.44 Million
0.13% of portfolio
|
Q1 2025
Added 140.92%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
17,160
shares
|
$3.43 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
17,070
shares
|
$3.41 Million
2.04% of portfolio
|
Q1 2025
Reduced 10.3%
|