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 |
|---|---|---|---|---|---|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
2,376
shares
|
$474,558
0.08% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,373
shares
|
$473,959
0.14% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
2,360
shares
|
$471,362
0.03% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,353
shares
|
$469,964
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
2,348
shares
|
$468,966
0.01% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,334
shares
|
$466,169
0.08% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,327
shares
|
$464,771
0.08% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
2,327
shares
|
$464,771
0.39% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,324
shares
|
$464,172
0.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,320
shares
|
$463,373
0.18% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
2,311
shares
|
$461,576
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,308
shares
|
$460,976
0.12% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,301
shares
|
$459,578
0.31% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,283
shares
|
$455,983
0.39% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,279
shares
|
$455,184
0.14% of portfolio
|
Q2 2023
Reduced 1.68%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
2,264
shares
|
$452,188
0.21% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,248
shares
|
$448,993
0.07% of portfolio
|
Q1 2025
Added 85.94%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,247
shares
|
$448,793
0.04% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
2,237
shares
|
$446,796
0.2% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
2,236
shares
|
$446,596
0.07% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,234
shares
|
$446,196
0.02% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,227
shares
|
$444,798
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,222
shares
|
$443,800
0.11% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,211
shares
|
$441,603
0.09% of portfolio
|
Q1 2025
Added 105.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,200
shares
|
$439,406
0.0% of portfolio
|
Q1 2025
Added 99.82%
|