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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
11,951
shares
|
$2.39 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
11,933
shares
|
$2.38 Million
0.17% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,919
shares
|
$2.38 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,886
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
11,729
shares
|
$2.34 Million
0.82% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
11,690
shares
|
$2.33 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
11,668
shares
|
$2.33 Million
0.77% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
11,516
shares
|
$2.3 Million
0.83% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
11,437
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
11,355
shares
|
$2.27 Million
0.42% of portfolio
|
Q1 2025
Added 22.06%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,321
shares
|
$2.26 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,312
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,269
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
11,222
shares
|
$2.24 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,215
shares
|
$2.24 Million
0.12% of portfolio
|
Q1 2025
Added 25.35%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
11,137
shares
|
$2.22 Million
1.22% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
11,054
shares
|
$2.21 Million
0.62% of portfolio
|
Q1 2025
Reduced 44.61%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,020
shares
|
$2.2 Million
2.61% of portfolio
|
Q3 2022
Added 837.07%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
11,020
shares
|
$2.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
10,867
shares
|
$2.17 Million
0.51% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,856
shares
|
$2.17 Million
0.23% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
10,841
shares
|
$2.17 Million
1.24% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
10,828
shares
|
$2.16 Million
1.62% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,674
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|