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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
783
shares
|
$147,971
0.02% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
770
shares
|
$145,514
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
740
shares
|
$139,845
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
740
shares
|
$139,845
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
732
shares
|
$138,333
0.04% of portfolio
|
Q3 2024
Reduced 43.56%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
727
shares
|
$137,388
0.06% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
718
shares
|
$135,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
694
shares
|
$131,152
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
673
shares
|
$127,183
0.1% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
668
shares
|
$126,238
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
666
shares
|
$125,860
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
664
shares
|
$125,482
0.0% of portfolio
|
Q1 2025
Reduced 89.14%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
659
shares
|
$124,537
0.04% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
635
shares
|
$120,002
0.02% of portfolio
|
Q4 2024
Added 120.49%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
633
shares
|
$119,624
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
633
shares
|
$119,624
0.04% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
610
shares
|
$115,277
0.0% of portfolio
|
Q1 2020
Reduced 96.79%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$113,388
0.04% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
594
shares
|
$112,254
0.05% of portfolio
|
Q1 2025
Reduced 40.9%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
588
shares
|
$111,120
0.02% of portfolio
|
Q1 2025
Added 454.72%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
570
shares
|
$107,718
0.08% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
566
shares
|
$106,962
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
564
shares
|
$106,584
0.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
562
shares
|
$106,206
0.11% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
559
shares
|
$105,639
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|