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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
6,302
shares
|
$1.26 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,298
shares
|
$1.26 Million
0.67% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
6,293
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,234
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Reduced 54.18%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
6,216
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,211
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
6,205
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,201
shares
|
$1.24 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
6,197
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,160
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
6,137
shares
|
$1.23 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
6,134
shares
|
$1.23 Million
1.2% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,109
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
6,104
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,098
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
6,086
shares
|
$1.22 Million
0.97% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,070
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
6,067
shares
|
$1.21 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,059
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,055
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,046
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Added 89.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,038
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 381.5%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,032
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
6,014
shares
|
$1.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
6,014
shares
|
$1.2 Million
0.5% of portfolio
|
Q4 2024
Added 119.33%
|