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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,867
shares
|
$972,085
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
4,814
shares
|
$961,500
0.37% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,804
shares
|
$959,502
0.13% of portfolio
|
Q1 2025
Added 77.33%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
4,803
shares
|
$959,303
0.48% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,797
shares
|
$958,104
0.47% of portfolio
|
Q1 2025
Added 60.11%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$957,305
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
4,791
shares
|
$956,906
0.66% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
4,771
shares
|
$952,911
0.62% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,735
shares
|
$945,721
0.03% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,728
shares
|
$944,323
0.28% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
4,727
shares
|
$944,123
0.13% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,718
shares
|
$942,326
0.04% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
4,698
shares
|
$938,331
0.44% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,675
shares
|
$933,737
0.1% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,671
shares
|
$932,938
0.04% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
4,651
shares
|
$928,944
0.09% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
4,624
shares
|
$923,551
0.4% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,612
shares
|
$921,154
0.76% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,595
shares
|
$917,759
0.07% of portfolio
|
Q4 2022
Added 106.7%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,592
shares
|
$917,160
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,588
shares
|
$916,361
0.09% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
4,585
shares
|
$915,762
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,575
shares
|
$913,764
0.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,573
shares
|
$913,365
0.02% of portfolio
|
Q2 2025
Added 158.51%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
4,562
shares
|
$911,168
0.19% of portfolio
|
Q1 2025
Reduced 26.32%
|