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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
552
shares
|
$104,316
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
551
shares
|
$104,127
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
546
shares
|
$103,183
0.02% of portfolio
|
Q2 2024
Added 6.23%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
537
shares
|
$101,482
0.01% of portfolio
|
Q1 2025
Reduced 52.01%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
524
shares
|
$99,025
0.01% of portfolio
|
Q3 2022
Reduced 17.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
517
shares
|
$97,702
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
513
shares
|
$96,946
0.04% of portfolio
|
Q1 2024
Reduced 11.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
506
shares
|
$95,623
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
503
shares
|
$95,056
0.04% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
502
shares
|
$94,867
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$94,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
500
shares
|
$94,490
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
491
shares
|
$92,789
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
478
shares
|
$90,332
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
467
shares
|
$88,253
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
436
shares
|
$82,395
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
433
shares
|
$81,828
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
433
shares
|
$81,828
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
423
shares
|
$79,938
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
404
shares
|
$76,347
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
400
shares
|
$75,592
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
400
shares
|
$75,592
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$74,836
0.02% of portfolio
|
Q1 2024
Added 26.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
386
shares
|
$72,946
0.03% of portfolio
|
Q1 2025
Added 310.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
383
shares
|
$72,379
0.03% of portfolio
|
Q1 2025
Reduced 10.72%
|