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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,910
shares
|
$780,944
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
3,906
shares
|
$780,145
0.38% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
3,893
shares
|
$777,548
0.46% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,872
shares
|
$773,354
0.14% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,869
shares
|
$772,755
0.07% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,837
shares
|
$766,364
0.36% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,824
shares
|
$763,767
0.06% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,819
shares
|
$762,768
0.18% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
3,809
shares
|
$760,771
0.17% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
3,806
shares
|
$760,172
0.09% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,800
shares
|
$758,974
0.01% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
3,786
shares
|
$756,177
0.07% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
3,771
shares
|
$753,181
0.27% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,765
shares
|
$751,983
0.05% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
3,760
shares
|
$750,984
0.69% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
3,750
shares
|
$748,987
0.16% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
3,746
shares
|
$748,188
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,736
shares
|
$746,191
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,731
shares
|
$745,192
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
3,730
shares
|
$744,992
0.2% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,724
shares
|
$743,794
0.12% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
3,714
shares
|
$741,797
0.39% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,711
shares
|
$741,198
0.09% of portfolio
|
Q2 2024
Reduced 92.76%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
3,703
shares
|
$739,600
0.02% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
3,701
shares
|
$739,200
0.25% of portfolio
|
Q4 2023
Reduced 0.11%
|