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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,933
shares
|
$386,078
0.04% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,926
shares
|
$384,679
0.05% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
1,922
shares
|
$383,881
0.23% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
1,921
shares
|
$383,681
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,920
shares
|
$383,481
0.2% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
1,900
shares
|
$379,487
0.12% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,887
shares
|
$376,890
0.01% of portfolio
|
Q3 2023
Reduced 48.53%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
1,883
shares
|
$376,091
0.14% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,882
shares
|
$375,891
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
1,873
shares
|
$374,094
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,869
shares
|
$373,295
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,867
shares
|
$372,895
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
1,867
shares
|
$372,895
0.04% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,858
shares
|
$371,098
0.07% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,857
shares
|
$370,898
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
1,855
shares
|
$370,499
0.27% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,842
shares
|
$367,902
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,841
shares
|
$367,702
0.14% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
1,841
shares
|
$367,702
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
1,837
shares
|
$366,904
0.17% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,836
shares
|
$366,704
0.01% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,835
shares
|
$366,504
0.01% of portfolio
|
Q4 2022
Reduced 16.36%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,832
shares
|
$365,905
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,829
shares
|
$365,306
0.04% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,829
shares
|
$365,306
0.12% of portfolio
|
Q2 2025
Reduced 1.35%
|