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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
9,402
shares
|
$1.88 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,384
shares
|
$1.87 Million
0.11% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,339
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
9,332
shares
|
$1.86 Million
0.82% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
9,309
shares
|
$1.86 Million
1.96% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
9,291
shares
|
$1.86 Million
0.13% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
9,211
shares
|
$1.84 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
9,084
shares
|
$1.81 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
9,071
shares
|
$1.81 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,053
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
9,051
shares
|
$1.81 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
9,000
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
8,949
shares
|
$1.79 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
8,937
shares
|
$1.78 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,907
shares
|
$1.78 Million
0.49% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,875
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
8,750
shares
|
$1.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
8,707
shares
|
$1.74 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
8,681
shares
|
$1.73 Million
0.35% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,618
shares
|
$1.72 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
8,584
shares
|
$1.71 Million
0.57% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
8,555
shares
|
$1.71 Million
0.27% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,547
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
8,493
shares
|
$1.7 Million
0.32% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
8,463
shares
|
$1.69 Million
0.75% of portfolio
|
Q2 2025
Reduced 37.03%
|