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 |
|---|---|---|---|---|---|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
2,072
shares
|
$413,840
0.2% of portfolio
|
Q4 2023
Reduced 9.28%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
2,068
shares
|
$413,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,066
shares
|
$412,642
0.01% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,057
shares
|
$410,844
0.13% of portfolio
|
Q2 2024
Added 476.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,049
shares
|
$409,246
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,035
shares
|
$406,450
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
2,028
shares
|
$405,052
0.27% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
2,022
shares
|
$403,854
0.04% of portfolio
|
Q1 2024
Added 74.76%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,022
shares
|
$403,854
0.11% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,015
shares
|
$402,455
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
2,014
shares
|
$402,256
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
2,000
shares
|
$399,460
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,000
shares
|
$399,460
0.21% of portfolio
|
Q1 2025
Reduced 37.44%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
2,000
shares
|
$399,460
0.06% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,000
shares
|
$399,460
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,998
shares
|
$399,060
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
1,990
shares
|
$397,462
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,977
shares
|
$394,866
0.02% of portfolio
|
Q3 2022
Added 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,976
shares
|
$394,666
0.02% of portfolio
|
Q2 2022
Reduced 14.09%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,965
shares
|
$392,469
0.06% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,957
shares
|
$390,871
0.12% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
1,957
shares
|
$390,871
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
1,957
shares
|
$390,871
0.2% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,941
shares
|
$387,675
0.09% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
1,939
shares
|
$387,276
0.1% of portfolio
|
Q1 2025
Reduced 11.58%
|