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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,219
shares
|
$842,660
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4,214
shares
|
$841,662
0.1% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,207
shares
|
$840,264
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
4,199
shares
|
$838,666
0.05% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
4,151
shares
|
$829,079
0.35% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,142
shares
|
$827,281
0.03% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,116
shares
|
$822,088
0.36% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
4,108
shares
|
$820,490
0.2% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
4,107
shares
|
$820,291
0.24% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
4,106
shares
|
$820,091
0.36% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,064
shares
|
$811,702
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,063
shares
|
$811,502
0.42% of portfolio
|
Q1 2023
Reduced 14.14%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
4,048
shares
|
$808,507
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
4,041
shares
|
$807,108
0.32% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
4,040
shares
|
$806,909
0.12% of portfolio
|
Q2 2024
Reduced 12.67%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,028
shares
|
$804,512
0.19% of portfolio
|
Q1 2025
Added 129.78%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,018
shares
|
$802,515
0.63% of portfolio
|
Q1 2025
Added 234.83%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,010
shares
|
$800,917
1.1% of portfolio
|
Q1 2025
Added 181.4%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
3,997
shares
|
$798,320
0.71% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,996
shares
|
$798,121
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,970
shares
|
$792,928
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
3,942
shares
|
$787,335
0.14% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
3,935
shares
|
$785,937
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,926
shares
|
$784,139
0.24% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,911
shares
|
$781,144
0.15% of portfolio
|
Q1 2025
Reduced 1.36%
|