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 |
|---|---|---|---|---|---|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
16,615
shares
|
$3.32 Million
0.81% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,602
shares
|
$3.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,581
shares
|
$3.31 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
16,548
shares
|
$3.31 Million
0.59% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
16,527
shares
|
$3.3 Million
0.4% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
16,490
shares
|
$3.29 Million
0.25% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
16,453
shares
|
$3.29 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
16,432
shares
|
$3.28 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,398
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
16,286
shares
|
$3.25 Million
0.22% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
16,212
shares
|
$3.24 Million
2.13% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,160
shares
|
$3.23 Million
2.04% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
16,076
shares
|
$3.21 Million
0.65% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,030
shares
|
$3.2 Million
0.16% of portfolio
|
Q1 2022
Reduced 3.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
15,924
shares
|
$3.18 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
15,877
shares
|
$3.17 Million
0.22% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
15,762
shares
|
$3.15 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
15,640
shares
|
$3.12 Million
0.25% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
15,559
shares
|
$3.11 Million
0.64% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,530
shares
|
$3.1 Million
0.17% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
15,490
shares
|
$3.09 Million
1.33% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,403
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Added 65.82%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,372
shares
|
$3.07 Million
0.21% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,372
shares
|
$3.07 Million
0.55% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
15,285
shares
|
$3.05 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.55%
|