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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,333
shares
|
$270,025
0.01% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,331
shares
|
$269,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,330
shares
|
$269,418
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,321
shares
|
$267,594
0.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,315
shares
|
$266,379
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,312
shares
|
$265,771
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
1,310
shares
|
$265,366
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,307
shares
|
$264,758
0.13% of portfolio
|
Q2 2023
Reduced 4.32%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,296
shares
|
$262,530
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,295
shares
|
$262,328
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,291
shares
|
$261,517
0.06% of portfolio
|
Q1 2025
Added 141.76%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
1,291
shares
|
$261,517
0.22% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
1,289
shares
|
$261,112
0.14% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,288
shares
|
$260,910
0.01% of portfolio
|
Q1 2025
Reduced 98.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
1,287
shares
|
$260,707
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,282
shares
|
$259,694
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
1,281
shares
|
$259,492
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,270
shares
|
$257,263
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,269
shares
|
$257,061
0.01% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,265
shares
|
$256,251
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
1,261
shares
|
$255,440
0.18% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,255
shares
|
$254,225
0.1% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
1,251
shares
|
$253,415
0.05% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
1,244
shares
|
$251,997
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,239
shares
|
$250,984
0.04% of portfolio
|
Q1 2025
Reduced 17.4%
|