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 1,718 institutions that hold shares in the stock, with a total of 92.9 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 |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$26.4 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
128,647
shares
|
$25.7 Million
1.4% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
127,552
shares
|
$25.5 Million
2.81% of portfolio
|
Q1 2025
Reduced 44.22%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
126,174
shares
|
$25.2 Million
0.15% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
124,442
shares
|
$24.9 Million
4.87% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
123,659
shares
|
$24.7 Million
4.78% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
123,224
shares
|
$24.6 Million
0.6% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
115,441
shares
|
$23.1 Million
9.09% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
112,514
shares
|
$22.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,432
shares
|
$22.3 Million
0.11% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
109,424
shares
|
$21.9 Million
5.44% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
107,740
shares
|
$21.5 Million
2.82% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
105,425
shares
|
$21.1 Million
1.67% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
105,276
shares
|
$21 Million
5.29% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
103,560
shares
|
$20.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
99,747
shares
|
$19.9 Million
3.99% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
98,388
shares
|
$19.7 Million
3.68% of portfolio
|
Q3 2021
Reduced 0.39%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
97,873
shares
|
$19.5 Million
2.2% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
96,575
shares
|
$19.3 Million
1.95% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Hillman CO
|
Apr 25, 2025 Q1 2025 |
96,334
shares
|
$19.2 Million
7.87% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$19.2 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,134
shares
|
$18.8 Million
0.22% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
93,548
shares
|
$18.7 Million
4.6% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
93,372
shares
|
$18.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
92,876
shares
|
$18.6 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.81%
|