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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,826
shares
|
$364,706
0.03% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,825
shares
|
$364,507
0.05% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
1,823
shares
|
$364,107
0.07% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
1,820
shares
|
$363,508
0.21% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,818
shares
|
$363,109
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,815
shares
|
$362,509
0.01% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
1,815
shares
|
$362,509
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,813
shares
|
$362,110
0.0% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,812
shares
|
$361,910
0.01% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,809
shares
|
$361,311
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
1,809
shares
|
$361,311
0.04% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,807
shares
|
$360,912
0.01% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
1,806
shares
|
$360,712
0.13% of portfolio
|
Q2 2023
Reduced 2.75%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,800
shares
|
$359,514
0.02% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
1,788
shares
|
$357,117
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,788
shares
|
$357,117
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
1,778
shares
|
$355,119
0.11% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,774
shares
|
$354,321
0.19% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
1,766
shares
|
$352,723
0.28% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
1,762
shares
|
$351,924
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
1,761
shares
|
$351,724
0.03% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$350,725
0.13% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,753
shares
|
$350,126
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,750
shares
|
$349,527
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,748
shares
|
$349,128
0.0% of portfolio
|
Q2 2025
New holding
|