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 |
|---|---|---|---|---|---|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
2,700
shares
|
$539,271
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
2,680
shares
|
$535,276
0.32% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,678
shares
|
$534,876
0.0% of portfolio
|
Q1 2025
Added 24.38%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
2,673
shares
|
$533,878
0.14% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,667
shares
|
$532,679
0.04% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,662
shares
|
$531,681
0.15% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,633
shares
|
$525,889
0.14% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,629
shares
|
$525,090
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
2,628
shares
|
$524,890
0.18% of portfolio
|
Q1 2025
Added 33.47%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
2,617
shares
|
$522,693
0.32% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
2,617
shares
|
$522,693
0.44% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
2,602
shares
|
$519,697
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,585
shares
|
$516,302
0.01% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
2,574
shares
|
$514,105
0.19% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
2,568
shares
|
$512,906
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,568
shares
|
$512,906
0.86% of portfolio
|
Q2 2022
Added 1.06%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
2,560
shares
|
$511,308
0.23% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,545
shares
|
$508,312
0.09% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
2,532
shares
|
$505,716
0.01% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
2,531
shares
|
$505,516
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,531
shares
|
$505,516
0.16% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,524
shares
|
$504,118
0.01% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,521
shares
|
$503,519
0.05% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,516
shares
|
$502,520
0.18% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,514
shares
|
$502,121
0.18% of portfolio
|
Q2 2025
Added 3.54%
|