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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
8,443
shares
|
$1.69 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
8,432
shares
|
$1.68 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
8,408
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
8,392
shares
|
$1.68 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
8,353
shares
|
$1.67 Million
0.53% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
8,314
shares
|
$1.66 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,304
shares
|
$1.66 Million
0.23% of portfolio
|
Q3 2022
Added 297.51%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,280
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2022
Added 19.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
8,277
shares
|
$1.65 Million
0.16% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
8,244
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.22%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
8,195
shares
|
$1.64 Million
0.64% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
8,148
shares
|
$1.63 Million
0.32% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,147
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
8,133
shares
|
$1.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
8,100
shares
|
$1.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
8,076
shares
|
$1.61 Million
1.12% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
8,063
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
8,044
shares
|
$1.61 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,982
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2022
Added 68.54%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
7,965
shares
|
$1.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
7,961
shares
|
$1.59 Million
0.37% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,906
shares
|
$1.58 Million
0.79% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,904
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,820
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
7,720
shares
|
$1.54 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.88%
|