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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
13,072
shares
|
$2.61 Million
1.14% of portfolio
|
Q1 2025
Added 40.36%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
13,040
shares
|
$2.6 Million
1.53% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
13,019
shares
|
$2.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,941
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
12,923
shares
|
$2.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
12,886
shares
|
$2.57 Million
1.09% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
12,877
shares
|
$2.57 Million
0.8% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,748
shares
|
$2.55 Million
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
12,726
shares
|
$2.54 Million
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
12,595
shares
|
$2.52 Million
0.11% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
12,569
shares
|
$2.51 Million
0.14% of portfolio
|
Q1 2025
Added 62.58%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,448
shares
|
$2.49 Million
0.14% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
12,441
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,405
shares
|
$2.48 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
12,393
shares
|
$2.48 Million
1.74% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
12,386
shares
|
$2.47 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
12,296
shares
|
$2.46 Million
0.72% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
12,280
shares
|
$2.45 Million
0.17% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
12,259
shares
|
$2.45 Million
2.42% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
12,253
shares
|
$2.45 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
12,165
shares
|
$2.43 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,065
shares
|
$2.41 Million
0.07% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
12,022
shares
|
$2.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
11,994
shares
|
$2.4 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
11,971
shares
|
$2.39 Million
0.96% of portfolio
|
Q1 2025
Added 11871.0%
|