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 1,706 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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
14,057
shares
|
$2.81 Million
0.16% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
13,988
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
13,928
shares
|
$2.78 Million
0.48% of portfolio
|
Q2 2025
Added 57.57%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
13,849
shares
|
$2.77 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,843
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
13,759
shares
|
$2.75 Million
0.35% of portfolio
|
Q1 2025
Added 54.46%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
13,735
shares
|
$2.74 Million
1.47% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
13,691
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Added 101.81%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,663
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
13,650
shares
|
$2.73 Million
1.89% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,648
shares
|
$2.73 Million
0.21% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
13,639
shares
|
$2.72 Million
1.11% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
13,639
shares
|
$2.72 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
13,627
shares
|
$2.72 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,615
shares
|
$2.72 Million
0.02% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,532
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,502
shares
|
$2.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.38%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,423
shares
|
$2.68 Million
3.41% of portfolio
|
Q1 2023
Reduced 69.6%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,330
shares
|
$2.66 Million
0.19% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
13,233
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
13,173
shares
|
$2.63 Million
2.23% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,141
shares
|
$2.62 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
13,118
shares
|
$2.62 Million
1.04% of portfolio
|
Q2 2025
Added 157.62%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
13,101
shares
|
$2.62 Million
2.22% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
13,076
shares
|
$2.61 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.13%
|