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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
15,284
shares
|
$3.05 Million
0.94% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,276
shares
|
$3.05 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
15,266
shares
|
$3.05 Million
0.63% of portfolio
|
Q1 2025
Added 39.93%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
15,250
shares
|
$3.05 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
15,162
shares
|
$3.03 Million
1.56% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
15,133
shares
|
$3.02 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
15,104
shares
|
$3.02 Million
0.9% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.01 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
15,038
shares
|
$3 Million
0.32% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
15,000
shares
|
$3 Million
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
14,909
shares
|
$2.98 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
14,897
shares
|
$2.98 Million
0.99% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
14,789
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
14,707
shares
|
$2.94 Million
0.46% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,583
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2022
Added 16.69%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14,499
shares
|
$2.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
14,410
shares
|
$2.88 Million
0.6% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,400
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
14,380
shares
|
$2.87 Million
0.83% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
14,294
shares
|
$2.85 Million
0.14% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
14,202
shares
|
$2.84 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
14,182
shares
|
$2.83 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
14,085
shares
|
$2.81 Million
0.81% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
14,071
shares
|
$2.81 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
14,057
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2024
Reduced 37.27%
|