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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,418
shares
|
$287,244
0.02% of portfolio
|
Q4 2023
Added 45.73%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,418
shares
|
$287,244
0.02% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,417
shares
|
$287,041
0.14% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,407
shares
|
$285,015
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,406
shares
|
$284,813
0.02% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
1,405
shares
|
$284,610
0.4% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,403
shares
|
$284,205
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1,400
shares
|
$283,598
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,399
shares
|
$283,395
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
1,398
shares
|
$283,192
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
1,394
shares
|
$282,382
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
1,393
shares
|
$282,180
0.18% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
1,392
shares
|
$281,977
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,389
shares
|
$281,369
0.02% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,389
shares
|
$281,369
0.02% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,387
shares
|
$280,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,385
shares
|
$280,559
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,374
shares
|
$278,331
0.02% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,373
shares
|
$278,128
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
1,356
shares
|
$274,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
1,353
shares
|
$274,077
0.35% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,348
shares
|
$273,064
0.04% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,342
shares
|
$271,848
0.03% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
1,341
shares
|
$271,646
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,339
shares
|
$271,241
0.19% of portfolio
|
Q2 2025
Reduced 21.28%
|