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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
914
shares
|
$182,553
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
910
shares
|
$181,754
0.04% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
907
shares
|
$181,155
0.1% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
906
shares
|
$180,955
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
904
shares
|
$180,555
0.01% of portfolio
|
Q2 2025
Added 158.29%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
900
shares
|
$179,757
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
884
shares
|
$176,561
0.02% of portfolio
|
Q2 2023
Added 12.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
873
shares
|
$174,364
0.06% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
869
shares
|
$173,565
0.01% of portfolio
|
Q4 2023
Reduced 11.87%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
866
shares
|
$172,966
0.05% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
857
shares
|
$171,168
0.02% of portfolio
|
Q1 2025
Reduced 53.73%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
850
shares
|
$169,770
0.07% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
844
shares
|
$168,572
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
820
shares
|
$163,778
0.09% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
809
shares
|
$161,581
0.0% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
798
shares
|
$159,384
0.05% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
783
shares
|
$156,388
0.02% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
770
shares
|
$153,792
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
740
shares
|
$147,800
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
740
shares
|
$147,800
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
732
shares
|
$146,202
0.04% of portfolio
|
Q3 2024
Reduced 43.56%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
727
shares
|
$145,203
0.06% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
718
shares
|
$143,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
694
shares
|
$138,612
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
673
shares
|
$134,418
0.1% of portfolio
|
Q4 2024
Added 0.15%
|