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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
193
shares
|
$36,473
0.0% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
193
shares
|
$36,473
0.02% of portfolio
|
Q1 2025
Reduced 99.76%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
192
shares
|
$36,284
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
191
shares
|
$36,095
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
191
shares
|
$36,095
0.0% of portfolio
|
Q3 2022
Reduced 9.05%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
190
shares
|
$35,906
0.02% of portfolio
|
Q1 2024
Reduced 68.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
190
shares
|
$35,906
0.01% of portfolio
|
Q4 2021
Reduced 34.48%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
190
shares
|
$35,906
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
185
shares
|
$34,961
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
185
shares
|
$34,961
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
180
shares
|
$34,016
0.0% of portfolio
|
Q2 2024
Added 153.52%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
171
shares
|
$32,315
0.01% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
169
shares
|
$31,937
0.01% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
168
shares
|
$31,748
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
167
shares
|
$31,559
0.02% of portfolio
|
Q1 2025
Reduced 58.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
164
shares
|
$30,992
0.01% of portfolio
|
Q1 2025
Added 3180.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
143
shares
|
$27,024
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
143
shares
|
$27,024
0.01% of portfolio
|
Q2 2023
Added 40.2%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
140
shares
|
$26,457
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
134
shares
|
$25,323
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
130
shares
|
$24,567
0.01% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
124
shares
|
$23,433
0.0% of portfolio
|
Q4 2022
Added 439.13%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
124
shares
|
$23,433
0.0% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
123
shares
|
$23,244
0.0% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
121
shares
|
$22,866
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|