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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
668
shares
|
$133,419
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
666
shares
|
$133,020
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
664
shares
|
$132,620
0.0% of portfolio
|
Q1 2025
Reduced 89.14%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
659
shares
|
$131,622
0.04% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
635
shares
|
$126,828
0.02% of portfolio
|
Q4 2024
Added 120.49%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
633
shares
|
$126,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
633
shares
|
$126,429
0.04% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
610
shares
|
$121,835
0.0% of portfolio
|
Q1 2020
Reduced 96.79%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$119,838
0.04% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
594
shares
|
$118,639
0.05% of portfolio
|
Q1 2025
Reduced 40.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
593
shares
|
$118,439
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
588
shares
|
$117,441
0.02% of portfolio
|
Q1 2025
Added 454.72%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
570
shares
|
$113,846
0.08% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
566
shares
|
$113,047
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
564
shares
|
$112,647
0.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
562
shares
|
$112,248
0.11% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
552
shares
|
$110,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
551
shares
|
$110,051
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
546
shares
|
$109,052
0.02% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
537
shares
|
$107,255
0.01% of portfolio
|
Q1 2025
Reduced 52.01%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$104,658
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
517
shares
|
$103,260
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$102,461
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
506
shares
|
$101,063
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
504
shares
|
$100,663
0.03% of portfolio
|
Q2 2025
Added 70.27%
|