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 |
|---|---|---|---|---|---|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,171
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,171
shares
|
$1.43 Million
0.19% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,165
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
7,116
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
7,002
shares
|
$1.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
6,999
shares
|
$1.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
6,958
shares
|
$1.39 Million
0.26% of portfolio
|
Q1 2025
Added 309.54%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
May 15, 2025 Q1 2025 |
6,900
shares
|
$1.38 Million
0.97% of portfolio
|
Q4 2022
Added 9.52%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
6,899
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
6,895
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
6,882
shares
|
$1.37 Million
0.98% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
6,846
shares
|
$1.37 Million
1.15% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,804
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,765
shares
|
$1.35 Million
0.15% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,753
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
6,721
shares
|
$1.34 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,702
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
6,668
shares
|
$1.33 Million
0.34% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,656
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
6,613
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,519
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,465
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
6,432
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
6,403
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|