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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
6,006
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
5,987
shares
|
$1.2 Million
0.5% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
5,948
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
5,932
shares
|
$1.18 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,926
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,895
shares
|
$1.18 Million
0.77% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
5,889
shares
|
$1.18 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,865
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2023
Reduced 25.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,864
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
5,864
shares
|
$1.17 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,861
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,846
shares
|
$1.17 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
5,846
shares
|
$1.17 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,841
shares
|
$1.17 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
5,826
shares
|
$1.16 Million
0.75% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
5,793
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
5,782
shares
|
$1.15 Million
1.37% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,758
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Added 303.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,754
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
5,749
shares
|
$1.15 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
5,700
shares
|
$1.14 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
5,695
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
5,679
shares
|
$1.13 Million
0.5% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
5,631
shares
|
$1.12 Million
0.17% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
5,629
shares
|
$1.12 Million
0.18% of portfolio
|
Q1 2025
Added 0.61%
|