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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
3,051
shares
|
$609,376
0.31% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$607,778
1.62% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
3,038
shares
|
$606,779
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
3,036
shares
|
$606,380
0.08% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,018
shares
|
$602,785
0.21% of portfolio
|
Q1 2025
Reduced 64.52%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
3,018
shares
|
$602,785
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
3,014
shares
|
$601,986
0.18% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,010
shares
|
$601,187
0.11% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
3,000
shares
|
$599,190
0.23% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
2,999
shares
|
$598,990
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,976
shares
|
$594,396
0.03% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
2,953
shares
|
$589,802
0.72% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,946
shares
|
$588,404
0.28% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,925
shares
|
$584,210
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,920
shares
|
$583,211
0.07% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,910
shares
|
$581,214
0.05% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,902
shares
|
$579,616
0.26% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
2,902
shares
|
$579,616
0.12% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
2,899
shares
|
$579,017
0.26% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,890
shares
|
$577,219
0.08% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
2,881
shares
|
$575,422
0.05% of portfolio
|
Q4 2022
Reduced 7.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,869
shares
|
$573,025
0.05% of portfolio
|
Q1 2025
Added 80.9%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,867
shares
|
$572,625
0.15% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
2,866
shares
|
$572,426
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
2,860
shares
|
$571,227
0.11% of portfolio
|
Q4 2024
Reduced 25.91%
|