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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
3,701
shares
|
$739,200
0.25% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
3,693
shares
|
$737,602
0.05% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,678
shares
|
$734,606
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,665
shares
|
$732,010
0.04% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
3,651
shares
|
$729,214
0.13% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
3,641
shares
|
$727,216
0.56% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,629
shares
|
$724,820
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
3,626
shares
|
$724,220
0.26% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
3,624
shares
|
$723,821
0.38% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,609
shares
|
$720,825
0.09% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
3,595
shares
|
$718,029
0.62% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
3,587
shares
|
$716,431
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,578
shares
|
$714,633
0.21% of portfolio
|
Q2 2022
Reduced 3.32%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
3,576
shares
|
$714,234
0.29% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,565
shares
|
$712,037
0.0% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,563
shares
|
$711,637
0.03% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
3,562
shares
|
$711,438
0.17% of portfolio
|
Q1 2025
Reduced 31.46%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
3,549
shares
|
$708,841
0.3% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,535
shares
|
$706,045
0.04% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,510
shares
|
$701,052
0.04% of portfolio
|
Q4 2023
Reduced 28.03%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
3,501
shares
|
$699,254
0.29% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$699,055
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
3,495
shares
|
$698,056
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,493
shares
|
$697,656
0.01% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,477
shares
|
$694,461
0.0% of portfolio
|
Q1 2025
Reduced 62.49%
|