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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
185
shares
|
$36,950
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
185
shares
|
$36,950
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
171
shares
|
$34,153
0.01% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
169
shares
|
$33,754
0.01% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
168
shares
|
$33,554
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
167
shares
|
$33,354
0.02% of portfolio
|
Q1 2025
Reduced 58.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
164
shares
|
$32,755
0.01% of portfolio
|
Q1 2025
Added 3180.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
143
shares
|
$28,561
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
143
shares
|
$28,561
0.01% of portfolio
|
Q2 2023
Added 40.2%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
140
shares
|
$27,962
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
134
shares
|
$26,763
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
124
shares
|
$24,766
0.0% of portfolio
|
Q4 2022
Added 439.13%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
124
shares
|
$24,766
0.0% of portfolio
|
Q1 2025
Added 158.33%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
123
shares
|
$24,566
0.0% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
121
shares
|
$24,167
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$23,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
118
shares
|
$23,568
0.07% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
114
shares
|
$22,769
0.0% of portfolio
|
Q1 2025
Added 1325.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
112
shares
|
$22,369
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
111
shares
|
$22,170
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
110
shares
|
$21,970
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
107
shares
|
$21,371
0.01% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
103
shares
|
$20,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
100
shares
|
$19,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$19,973
0.01% of portfolio
|
Q4 2024
Reduced 99.73%
|