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 |
|---|---|---|---|---|---|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
567,895
shares
|
$108 Million
6.89% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
526,298
shares
|
$100 Million
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
491,142
shares
|
$93.3 Million
2.24% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
486,159
shares
|
$92.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
485,487
shares
|
$92.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
435,333
shares
|
$82.7 Million
0.14% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
432,678
shares
|
$82.2 Million
1.03% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
420,364
shares
|
$79.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
411,206
shares
|
$78.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
403,995
shares
|
$76.7 Million
6.08% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
402,781
shares
|
$76.5 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
391,713
shares
|
$74.4 Million
1.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
382,521
shares
|
$72.7 Million
8.35% of portfolio
|
Q1 2025
Added 2221.97%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
382,480
shares
|
$72.6 Million
0.28% of portfolio
|
Q4 2020
Reduced 34.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,358
shares
|
$71.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
377,027
shares
|
$71.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
354,264
shares
|
$67.3 Million
0.4% of portfolio
|
Q1 2025
Added 106.16%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
354,102
shares
|
$67.3 Million
6.68% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
350,900
shares
|
$66.6 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
336,371
shares
|
$63.9 Million
0.05% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
327,501
shares
|
$62.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
326,772
shares
|
$62.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
322,604
shares
|
$61.3 Million
0.07% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
320,032
shares
|
$60.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
308,620
shares
|
$58.6 Million
0.33% of portfolio
|
Q1 2025
Added 4.79%
|