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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
503
shares
|
$100,464
0.04% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
502
shares
|
$100,264
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
500
shares
|
$99,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
500
shares
|
$99,865
0.01% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
491
shares
|
$98,067
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
478
shares
|
$95,470
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
467
shares
|
$93,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
459
shares
|
$91,676
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
436
shares
|
$87,082
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
433
shares
|
$86,483
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
433
shares
|
$86,483
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
423
shares
|
$84,485
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
404
shares
|
$80,690
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
400
shares
|
$79,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
400
shares
|
$79,892
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
396
shares
|
$79,093
0.02% of portfolio
|
Q1 2024
Added 26.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
386
shares
|
$77,095
0.03% of portfolio
|
Q1 2025
Added 310.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
383
shares
|
$76,496
0.03% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$75,298
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
375
shares
|
$74,898
0.04% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
370
shares
|
$73,900
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$72,701
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
350
shares
|
$69,905
0.03% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
345
shares
|
$68,906
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
341
shares
|
$68,107
0.03% of portfolio
|
Q4 2024
Added 143.57%
|