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 |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,144
shares
|
$228,491
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,144
shares
|
$228,491
0.04% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
1,143
shares
|
$228,291
0.08% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,140
shares
|
$227,692
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,138
shares
|
$227,292
0.02% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
1,135
shares
|
$226,693
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,129
shares
|
$225,495
0.02% of portfolio
|
Q3 2024
Reduced 42.92%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
1,128
shares
|
$225,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
1,127
shares
|
$225,095
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
1,119
shares
|
$223,497
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,117
shares
|
$223,098
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,115
shares
|
$222,698
0.03% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,109
shares
|
$221,500
0.16% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,106
shares
|
$220,901
0.12% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,105
shares
|
$220,701
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
1,105
shares
|
$220,701
0.16% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,103
shares
|
$220,302
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
1,102
shares
|
$220,102
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
1,101
shares
|
$219,902
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,100
shares
|
$219,703
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,096
shares
|
$218,904
0.07% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,095
shares
|
$218,704
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
1,093
shares
|
$218,304
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,091
shares
|
$217,905
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
1,090
shares
|
$217,705
0.04% of portfolio
|
Q4 2024
New holding
|