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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
377
shares
|
$71,245
0.04% of portfolio
|
Q3 2023
Reduced 45.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
375
shares
|
$70,867
0.04% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
370
shares
|
$69,922
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
364
shares
|
$68,788
0.04% of portfolio
|
Q2 2024
Reduced 40.13%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$66,143
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
350
shares
|
$66,143
0.03% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
345
shares
|
$65,198
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
341
shares
|
$64,442
0.03% of portfolio
|
Q4 2024
Added 143.57%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
334
shares
|
$63,119
0.03% of portfolio
|
Q1 2025
Added 203.64%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
325
shares
|
$61,418
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
320
shares
|
$60,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
319
shares
|
$60,284
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
319
shares
|
$60,284
0.06% of portfolio
|
Q1 2025
Reduced 50.23%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
316
shares
|
$59,717
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$59,339
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$57,638
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$57,638
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
298
shares
|
$56,316
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
296
shares
|
$55,938
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
295
shares
|
$55,749
0.01% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
291
shares
|
$54,993
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
290
shares
|
$54,804
0.01% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
277
shares
|
$52,347
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
270
shares
|
$51,024
0.05% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
264
shares
|
$49,890
0.1% of portfolio
|
Q1 2025
Reduced 71.12%
|