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 1,718 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,239
shares
|
$247,465
0.04% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,236
shares
|
$246,866
0.06% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,230
shares
|
$245,667
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,229
shares
|
$245,468
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,224
shares
|
$244,469
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
1,208
shares
|
$241,273
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,204
shares
|
$240,474
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,196
shares
|
$238,877
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,191
shares
|
$237,878
0.04% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$237,678
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$237,678
0.05% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,189
shares
|
$237,478
0.04% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,187
shares
|
$237,079
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,187
shares
|
$237,079
0.15% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
1,181
shares
|
$235,881
0.05% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
1,180
shares
|
$235,681
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,165
shares
|
$232,685
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
1,165
shares
|
$232,685
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,163
shares
|
$232,285
0.15% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
1,160
shares
|
$231,686
0.15% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,158
shares
|
$231,287
0.13% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,157
shares
|
$231,087
0.01% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
1,152
shares
|
$230,088
0.02% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,151
shares
|
$229,889
0.14% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
1,148
shares
|
$229,290
0.1% of portfolio
|
Q2 2025
New holding
|