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 |
|---|---|---|---|---|---|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
2,200
shares
|
$439,406
0.08% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
2,189
shares
|
$437,208
0.28% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
2,183
shares
|
$436,010
0.02% of portfolio
|
Q1 2025
Reduced 31.11%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,178
shares
|
$435,011
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,169
shares
|
$433,214
0.0% of portfolio
|
Q1 2025
Added 1985.58%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,162
shares
|
$431,816
0.06% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
2,160
shares
|
$431,416
0.12% of portfolio
|
Q2 2025
Added 46.74%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,156
shares
|
$430,617
0.09% of portfolio
|
Q2 2022
Reduced 50.62%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
2,156
shares
|
$430,617
0.11% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
2,145
shares
|
$428,420
0.35% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
2,144
shares
|
$428,221
0.17% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,136
shares
|
$426,623
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,134
shares
|
$426,223
0.25% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$424,426
0.13% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
2,124
shares
|
$424,226
0.27% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
2,124
shares
|
$424,226
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,121
shares
|
$423,627
0.19% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
2,120
shares
|
$423,427
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,119
shares
|
$423,227
0.25% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,116
shares
|
$422,628
0.02% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
2,108
shares
|
$421,030
0.18% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,103
shares
|
$420,032
0.17% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,086
shares
|
$416,636
0.13% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,085
shares
|
$416,437
0.18% of portfolio
|
Q1 2025
Added 3157.81%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
2,078
shares
|
$415,038
0.01% of portfolio
|
Q1 2025
Reduced 20.96%
|