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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
9,961
shares
|
$1.99 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,956
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
9,944
shares
|
$1.99 Million
0.4% of portfolio
|
Q1 2025
Reduced 37.14%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
9,847
shares
|
$1.97 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,839
shares
|
$1.97 Million
0.62% of portfolio
|
Q1 2025
Reduced 80.29%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
9,821
shares
|
$1.96 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,821
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
9,818
shares
|
$1.96 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
9,814
shares
|
$1.96 Million
0.7% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,710
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2020
Added 2.07%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,706
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Added 426.64%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
9,705
shares
|
$1.94 Million
0.11% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
9,703
shares
|
$1.94 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,672
shares
|
$1.93 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
9,635
shares
|
$1.92 Million
1.88% of portfolio
|
Q1 2025
Added 33.52%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,608
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,607
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,541
shares
|
$1.91 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9,533
shares
|
$1.9 Million
0.7% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
9,503
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
9,475
shares
|
$1.89 Million
0.54% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
9,441
shares
|
$1.89 Million
0.61% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,422
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
9,417
shares
|
$1.88 Million
0.05% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
9,408
shares
|
$1.88 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.29%
|