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 93 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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,720
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
7,712
shares
|
$1.54 Million
1.67% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,694
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,677
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
7,676
shares
|
$1.53 Million
0.54% of portfolio
|
Q1 2025
Added 464.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
7,595
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Added 84.75%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
7,578
shares
|
$1.51 Million
0.32% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
7,507
shares
|
$1.5 Million
0.56% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
7,505
shares
|
$1.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
7,466
shares
|
$1.49 Million
0.39% of portfolio
|
Q1 2024
Added 135.82%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
7,449
shares
|
$1.49 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
7,436
shares
|
$1.49 Million
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
7,434
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,345
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
7,336
shares
|
$1.47 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,322
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,317
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
7,313
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
7,308
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
7,305
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
7,295
shares
|
$1.46 Million
0.81% of portfolio
|
Q1 2025
Reduced 65.14%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
7,236
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
7,219
shares
|
$1.44 Million
0.82% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
7,217
shares
|
$1.44 Million
1.45% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,216
shares
|
$1.44 Million
0.7% of portfolio
|
Q1 2025
Reduced 4.45%
|