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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,612
shares
|
$1.12 Million
0.36% of portfolio
|
Q1 2025
Added 210.06%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
5,610
shares
|
$1.12 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,509
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
5,505
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,487
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
5,474
shares
|
$1.09 Million
0.8% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
5,472
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
5,444
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,436
shares
|
$1.09 Million
0.19% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
5,423
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
5,422
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 91.05%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,406
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
5,403
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
5,398
shares
|
$1.08 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,398
shares
|
$1.08 Million
0.62% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
5,384
shares
|
$1.08 Million
0.61% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
5,382
shares
|
$1.07 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,366
shares
|
$1.07 Million
0.77% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,331
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,325
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,279
shares
|
$1.05 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,276
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
5,263
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
5,260
shares
|
$1.05 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,256
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Added 2.54%
|