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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,089
shares
|
$217,505
0.06% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
1,080
shares
|
$215,708
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,080
shares
|
$215,708
0.19% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
1,079
shares
|
$215,508
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,077
shares
|
$215,109
0.15% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
1,076
shares
|
$214,909
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,067
shares
|
$213,111
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
1,053
shares
|
$210,315
0.28% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$208,717
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,044
shares
|
$208,518
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
1,039
shares
|
$207,519
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,037
shares
|
$207,120
0.08% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,035
shares
|
$206,720
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,025
shares
|
$204,723
0.04% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,000
shares
|
$199,730
0.02% of portfolio
|
Q1 2023
Reduced 9.5%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$199,730
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
|
$199,730
0.11% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,000
shares
|
$199,730
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$199,730
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
989
shares
|
$197,532
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
972
shares
|
$194,137
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
968
shares
|
$193,338
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
960
shares
|
$191,740
0.03% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
952
shares
|
$190,142
0.07% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
918
shares
|
$183,352
0.02% of portfolio
|
Q1 2025
Reduced 28.84%
|