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 1,712 institutions that hold shares in the stock, with a total of 95.9 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
133,827
shares
|
$24.8 Million
6.04% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
133,476
shares
|
$24.8 Million
0.48% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,402
shares
|
$24.6 Million
5.42% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
130,774
shares
|
$24.3 Million
10.45% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
129,566
shares
|
$24 Million
3.1% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
128,354
shares
|
$23.8 Million
9.55% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
128,011
shares
|
$23.8 Million
1.4% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
127,795
shares
|
$23.7 Million
2.46% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
123,491
shares
|
$22.9 Million
4.97% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
123,008
shares
|
$22.8 Million
7.5% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
122,016
shares
|
$22.6 Million
0.14% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
117,846
shares
|
$21.9 Million
5.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
115,912
shares
|
$21.5 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
115,407
shares
|
$21.4 Million
0.9% of portfolio
|
Q4 2024
Added 34.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
114,018
shares
|
$21.2 Million
0.3% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
107,809
shares
|
$20 Million
2.99% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
107,360
shares
|
$19.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
104,799
shares
|
$19.4 Million
5.69% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
104,322
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Added 21955.39%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,045
shares
|
$18.9 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
101,962
shares
|
$18.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
100,613
shares
|
$18.7 Million
5.41% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
97,990
shares
|
$18.2 Million
10.47% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
97,881
shares
|
$18.2 Million
2.77% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
97,002
shares
|
$18 Million
3.18% of portfolio
|
Q4 2024
Reduced 1.32%
|