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 92.8 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
1,627
shares
|
$324,960
0.02% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
1,625
shares
|
$324,561
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,625
shares
|
$324,561
0.02% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,618
shares
|
$323,163
0.01% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,614
shares
|
$322,364
0.06% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,611
shares
|
$321,765
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,609
shares
|
$321,365
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,608
shares
|
$321,165
0.47% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
1,607
shares
|
$320,966
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
1,605
shares
|
$320,566
0.08% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
1,601
shares
|
$319,767
0.1% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
1,601
shares
|
$319,767
0.28% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
1,600
shares
|
$319,568
0.43% of portfolio
|
Q4 2022
Added 14.29%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,600
shares
|
$319,568
0.09% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,596
shares
|
$318,769
0.06% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,591
shares
|
$317,770
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
1,588
shares
|
$317,171
0.11% of portfolio
|
Q3 2023
Reduced 8.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,588
shares
|
$317,171
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$316,771
0.01% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,586
shares
|
$316,771
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,585
shares
|
$316,572
0.1% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,584
shares
|
$316,372
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,583
shares
|
$316,172
0.13% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,583
shares
|
$316,172
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
1,580
shares
|
$315,573
0.11% of portfolio
|
Q1 2025
Reduced 29.31%
|