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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,658
shares
|
$2.13 Million
0.06% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
10,652
shares
|
$2.13 Million
1.08% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,643
shares
|
$2.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
10,609
shares
|
$2.12 Million
0.2% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
10,589
shares
|
$2.11 Million
1.15% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,582
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
10,574
shares
|
$2.11 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
10,542
shares
|
$2.11 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,476
shares
|
$2.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,445
shares
|
$2.09 Million
0.05% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10,417
shares
|
$2.08 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
10,369
shares
|
$2.07 Million
0.69% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
10,325
shares
|
$2.06 Million
0.75% of portfolio
|
Q2 2025
Added 63.97%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
10,256
shares
|
$2.05 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
10,219
shares
|
$2.04 Million
1.88% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,211
shares
|
$2.04 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
10,206
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,196
shares
|
$2.04 Million
0.39% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
10,181
shares
|
$2.03 Million
0.66% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,175
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
10,090
shares
|
$2.02 Million
0.17% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
10,088
shares
|
$2.01 Million
0.81% of portfolio
|
Q1 2025
Added 25.83%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
10,029
shares
|
$2 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,022
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
9,987
shares
|
$1.99 Million
0.74% of portfolio
|
Q1 2025
Added 1.68%
|