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 1,720 institutions that hold shares in the stock, with a total of 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,591
shares
|
$322,288
0.03% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
1,588
shares
|
$321,681
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
|
$321,681
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,586
shares
|
$321,276
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
|
$321,276
0.1% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
1,585
shares
|
$321,073
0.1% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,584
shares
|
$320,870
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,583
shares
|
$320,668
0.13% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,583
shares
|
$320,668
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
1,580
shares
|
$320,060
0.11% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
1,576
shares
|
$319,250
0.08% of portfolio
|
Q1 2025
Reduced 63.23%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,572
shares
|
$318,440
0.25% of portfolio
|
Q2 2022
Reduced 9.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,569
shares
|
$317,832
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,564
shares
|
$316,819
0.02% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
1,558
shares
|
$315,604
0.26% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,556
shares
|
$315,198
0.03% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
1,556
shares
|
$315,198
0.22% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,546
shares
|
$313,173
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,545
shares
|
$312,970
0.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
1,545
shares
|
$312,970
0.29% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,544
shares
|
$312,768
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$312,565
0.15% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,538
shares
|
$311,552
0.4% of portfolio
|
Q1 2025
Reduced 42.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
1,536
shares
|
$311,147
0.1% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
1,532
shares
|
$310,337
0.21% of portfolio
|
Q1 2025
Added 0.66%
|