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 1,704 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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
134,635
shares
|
$25.6 Million
5.89% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$25.1 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
127,552
shares
|
$24.2 Million
2.81% of portfolio
|
Q1 2025
Reduced 44.22%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
126,938
shares
|
$24.1 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
126,174
shares
|
$24 Million
0.15% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
124,442
shares
|
$23.6 Million
4.87% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
123,659
shares
|
$23.5 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
|
$23.4 Million
0.6% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
115,441
shares
|
$21.9 Million
9.09% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
112,514
shares
|
$21.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
111,432
shares
|
$21.2 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
|
$20.8 Million
5.44% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
107,129
shares
|
$20.3 Million
6.4% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
105,546
shares
|
$20 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
105,425
shares
|
$20 Million
1.67% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
105,276
shares
|
$20 Million
5.29% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
104,322
shares
|
$19.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.46%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
100,108
shares
|
$19 Million
2.16% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
99,747
shares
|
$18.9 Million
3.99% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
99,312
shares
|
$18.9 Million
3.01% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
98,388
shares
|
$18.7 Million
3.68% of portfolio
|
Q3 2021
Reduced 0.39%
|
|
|
Hillman CO
|
Apr 25, 2025 Q1 2025 |
96,334
shares
|
$18.3 Million
7.87% of portfolio
|
Q1 2025
Added 52.67%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,149
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2023
Reduced 69.16%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
94,140
shares
|
$17.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,134
shares
|
$17.9 Million
0.22% of portfolio
|
Q1 2025
Added 44.1%
|