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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,464
shares
|
$691,864
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
3,458
shares
|
$690,666
0.38% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,439
shares
|
$686,871
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
3,410
shares
|
$681,079
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
3,404
shares
|
$679,880
0.17% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
3,396
shares
|
$678,283
0.18% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,395
shares
|
$678,083
0.18% of portfolio
|
Q1 2025
Added 144.6%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
3,393
shares
|
$677,683
0.18% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,381
shares
|
$675,287
0.06% of portfolio
|
Q1 2025
Added 143.76%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
3,377
shares
|
$674,488
0.05% of portfolio
|
Q1 2025
Reduced 56.5%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
3,344
shares
|
$667,897
0.33% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
3,340
shares
|
$667,098
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,333
shares
|
$665,700
0.04% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,300
shares
|
$659,109
0.37% of portfolio
|
Q2 2022
Reduced 93.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,298
shares
|
$658,709
0.06% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,295
shares
|
$658,110
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,292
shares
|
$657,511
0.09% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
3,291
shares
|
$657,311
0.45% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
3,286
shares
|
$656,312
0.55% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,282
shares
|
$655,513
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
3,281
shares
|
$655,314
0.02% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,271
shares
|
$653,316
0.04% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
3,268
shares
|
$652,717
0.27% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,265
shares
|
$652,118
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,264
shares
|
$651,918
0.13% of portfolio
|
Q1 2025
Reduced 0.82%
|