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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
3,262
shares
|
$651,519
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,253
shares
|
$649,721
0.02% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,246
shares
|
$648,323
0.07% of portfolio
|
Q1 2025
Added 68.8%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,235
shares
|
$646,126
0.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
3,217
shares
|
$642,531
0.37% of portfolio
|
Q1 2025
Reduced 45.93%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,212
shares
|
$641,532
0.47% of portfolio
|
Q1 2025
Added 75.71%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
3,204
shares
|
$639,934
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,201
shares
|
$639,335
0.33% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,199
shares
|
$638,936
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
3,193
shares
|
$637,737
0.26% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
3,179
shares
|
$634,941
0.38% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
3,165
shares
|
$632,145
0.01% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,162
shares
|
$631,546
0.03% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,160
shares
|
$631,146
0.04% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,158
shares
|
$630,747
0.05% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
3,127
shares
|
$624,555
0.48% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
3,104
shares
|
$619,961
0.42% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
3,094
shares
|
$617,964
0.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
3,087
shares
|
$616,566
0.04% of portfolio
|
Q2 2024
Reduced 50.27%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
3,082
shares
|
$615,567
0.17% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
3,080
shares
|
$615,168
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
3,072
shares
|
$613,570
0.35% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,065
shares
|
$612,172
0.22% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,058
shares
|
$610,774
0.04% of portfolio
|
Q1 2025
Added 1.12%
|