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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
325
shares
|
$64,912
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
320
shares
|
$63,913
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
319
shares
|
$63,713
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
319
shares
|
$63,713
0.06% of portfolio
|
Q1 2025
Reduced 50.23%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
316
shares
|
$63,114
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
314
shares
|
$62,715
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
306
shares
|
$61,117
0.0% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$60,917
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
305
shares
|
$60,917
0.0% of portfolio
|
Q1 2022
Reduced 2.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
298
shares
|
$59,519
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
295
shares
|
$58,920
0.01% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
291
shares
|
$58,121
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
290
shares
|
$57,921
0.01% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
277
shares
|
$55,325
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
270
shares
|
$53,927
0.05% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
264
shares
|
$52,728
0.1% of portfolio
|
Q1 2025
Reduced 71.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
260
shares
|
$51,929
0.01% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
253
shares
|
$50,531
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
252
shares
|
$50,331
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
250
shares
|
$49,932
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
249
shares
|
$49,732
0.01% of portfolio
|
Q1 2025
Added 388.24%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
248
shares
|
$49,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
245
shares
|
$48,933
0.02% of portfolio
|
Q2 2024
Reduced 16.38%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
242
shares
|
$48,334
0.02% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
240
shares
|
$47,935
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|