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 1,704 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 $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,196
shares
|
$226,020
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,191
shares
|
$225,075
0.04% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,190
shares
|
$224,886
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,190
shares
|
$224,886
0.05% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
1,187
shares
|
$224,319
0.15% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
1,185
shares
|
$223,941
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
1,181
shares
|
$223,185
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
|
$222,996
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
1,169
shares
|
$220,917
0.09% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,165
shares
|
$220,161
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
1,165
shares
|
$220,161
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,160
shares
|
$219,216
0.15% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,158
shares
|
$218,838
0.13% of portfolio
|
Q1 2025
Reduced 20.58%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,157
shares
|
$218,649
0.01% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
1,152
shares
|
$217,704
0.02% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,151
shares
|
$217,515
0.14% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,144
shares
|
$216,193
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,144
shares
|
$216,193
0.04% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
1,143
shares
|
$216,004
0.08% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,140
shares
|
$215,437
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,138
shares
|
$215,059
0.02% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,135
shares
|
$214,492
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
1,131
shares
|
$213,736
0.06% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,129
shares
|
$213,358
0.02% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
1,128
shares
|
$213,169
0.01% of portfolio
|
Q1 2025
New holding
|