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 |
|---|---|---|---|---|---|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
1,529
shares
|
$309,729
0.24% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
1,514
shares
|
$306,690
0.21% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,512
shares
|
$306,285
0.03% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$305,272
0.22% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
1,507
shares
|
$305,272
0.09% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,506
shares
|
$305,070
0.08% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,504
shares
|
$304,665
0.24% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
1,500
shares
|
$303,855
0.22% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
1,495
shares
|
$302,842
0.16% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
1,494
shares
|
$302,639
0.14% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
1,491
shares
|
$302,031
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
1,478
shares
|
$299,398
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
1,477
shares
|
$299,195
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
1,475
shares
|
$298,790
0.06% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
1,472
shares
|
$298,183
0.32% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,469
shares
|
$297,575
0.2% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
1,458
shares
|
$295,347
0.06% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
1,456
shares
|
$294,941
0.04% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,455
shares
|
$294,739
0.1% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,447
shares
|
$293,118
0.05% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,442
shares
|
$292,105
0.2% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
1,430
shares
|
$289,675
0.1% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,427
shares
|
$289,067
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,421
shares
|
$287,851
0.03% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,419
shares
|
$287,446
0.01% of portfolio
|
Q4 2024
Added 0.57%
|