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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,227
shares
|
$1.04 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,225
shares
|
$1.04 Million
0.3% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
5,213
shares
|
$1.04 Million
0.28% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,202
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
5,200
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,198
shares
|
$1.04 Million
0.37% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
5,196
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,191
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
5,189
shares
|
$1.04 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
5,170
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,162
shares
|
$1.03 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
5,143
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
5,129
shares
|
$1.02 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
5,114
shares
|
$1.02 Million
0.75% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
5,098
shares
|
$1.02 Million
0.63% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,097
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
5,087
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
5,060
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,055
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2022
Added 195.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,024
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
5,002
shares
|
$999,049
0.3% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,936
shares
|
$985,867
0.37% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,922
shares
|
$983,071
0.16% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
4,879
shares
|
$974,482
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,870
shares
|
$972,685
0.2% of portfolio
|
Q1 2025
Added 10.21%
|