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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,025
shares
|
$193,704
0.04% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$188,980
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$188,980
0.03% of portfolio
|
Q4 2023
Reduced 28.57%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$188,980
0.11% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,000
shares
|
$188,980
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
989
shares
|
$186,901
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
972
shares
|
$183,688
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
968
shares
|
$182,932
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
960
shares
|
$181,420
0.03% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
952
shares
|
$179,908
0.07% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
918
shares
|
$173,483
0.02% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
914
shares
|
$172,727
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
907
shares
|
$171,404
0.1% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
906
shares
|
$171,215
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
903
shares
|
$170,648
0.06% of portfolio
|
Q1 2025
Added 152.23%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
900
shares
|
$170,082
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
884
shares
|
$167,058
0.02% of portfolio
|
Q2 2023
Added 12.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
873
shares
|
$164,979
0.06% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
869
shares
|
$164,223
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
857
shares
|
$161,955
0.02% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
850
shares
|
$160,633
0.07% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
844
shares
|
$159,499
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
820
shares
|
$154,963
0.09% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
809
shares
|
$152,884
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
798
shares
|
$150,806
0.05% of portfolio
|
Q1 2025
Reduced 4.09%
|