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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
4,545
shares
|
$907,772
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
4,519
shares
|
$902,579
0.44% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
4,496
shares
|
$897,986
0.63% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
4,489
shares
|
$896,587
0.6% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,483
shares
|
$895,389
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,447
shares
|
$888,199
0.33% of portfolio
|
Q1 2025
Added 31.03%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
4,436
shares
|
$886,002
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
4,428
shares
|
$884,404
0.21% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
4,419
shares
|
$882,606
0.39% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,417
shares
|
$882,207
0.04% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,416
shares
|
$882,007
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
4,415
shares
|
$881,807
1.7% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,388
shares
|
$876,415
0.08% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,382
shares
|
$875,216
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,382
shares
|
$875,216
0.15% of portfolio
|
Q1 2023
Reduced 2.12%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,352
shares
|
$869,224
0.29% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,346
shares
|
$868,026
0.23% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,292
shares
|
$857,241
0.06% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,285
shares
|
$855,843
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,278
shares
|
$854,444
0.1% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,275
shares
|
$853,845
0.04% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,263
shares
|
$851,448
0.16% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
4,258
shares
|
$850,450
0.05% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
4,256
shares
|
$850,050
0.12% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
4,251
shares
|
$849,052
0.59% of portfolio
|
Q4 2022
New holding
|