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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,858
shares
|
$570,828
0.04% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,856
shares
|
$570,428
0.06% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,849
shares
|
$569,030
0.02% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,844
shares
|
$568,032
0.04% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
2,825
shares
|
$564,237
0.06% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,825
shares
|
$564,237
0.09% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,817
shares
|
$562,639
0.31% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
2,803
shares
|
$559,843
0.09% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
2,791
shares
|
$557,446
0.05% of portfolio
|
Q1 2024
Added 19.07%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
2,788
shares
|
$556,847
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
2,765
shares
|
$552,253
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
2,764
shares
|
$552,053
0.12% of portfolio
|
Q1 2025
Added 165.26%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
2,762
shares
|
$551,654
0.03% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,762
shares
|
$551,654
0.06% of portfolio
|
Q1 2025
Added 40.99%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
2,751
shares
|
$549,457
0.01% of portfolio
|
Q1 2025
Added 27.48%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
2,746
shares
|
$548,458
0.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,745
shares
|
$548,258
0.0% of portfolio
|
Q1 2025
Reduced 51.93%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
2,737
shares
|
$546,661
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
2,731
shares
|
$545,462
0.02% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,726
shares
|
$544,463
0.35% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,724
shares
|
$544,064
0.12% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
2,720
shares
|
$543,265
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
2,710
shares
|
$541,268
0.35% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
2,709
shares
|
$541,068
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,703
shares
|
$539,870
0.33% of portfolio
|
Q4 2024
Added 4.4%
|