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 |
|---|---|---|---|---|---|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,742
shares
|
$347,929
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,735
shares
|
$346,531
0.03% of portfolio
|
Q1 2025
Reduced 26.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,733
shares
|
$346,132
0.01% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,730
shares
|
$345,532
0.04% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,721
shares
|
$343,735
0.14% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
1,720
shares
|
$343,535
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,716
shares
|
$342,736
0.28% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,712
shares
|
$341,937
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
1,711
shares
|
$341,738
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,706
shares
|
$340,739
0.05% of portfolio
|
Q3 2023
Added 16.77%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
1,698
shares
|
$339,141
0.02% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,692
shares
|
$337,943
0.06% of portfolio
|
Q1 2025
Reduced 46.01%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,690
shares
|
$337,543
0.0% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
May 01, 2025 Q1 2025 |
1,678
shares
|
$335,146
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
1,676
shares
|
$334,747
0.21% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,668
shares
|
$333,149
0.18% of portfolio
|
Q1 2025
Reduced 78.54%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,664
shares
|
$332,350
0.11% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,661
shares
|
$331,751
0.03% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,653
shares
|
$330,153
0.09% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
1,651
shares
|
$329,754
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$329,155
0.24% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,643
shares
|
$328,156
0.26% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
1,638
shares
|
$327,157
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
1,633
shares
|
$326,159
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
1,628
shares
|
$325,160
0.09% of portfolio
|
Q1 2025
Added 51.44%
|