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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
120
shares
|
$22,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
118
shares
|
$22,299
0.07% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
114
shares
|
$21,543
0.0% of portfolio
|
Q1 2025
Added 1325.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
112
shares
|
$21,165
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
112
shares
|
$21,165
0.02% of portfolio
|
Q1 2025
Added 107.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
111
shares
|
$20,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
110
shares
|
$20,787
0.02% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
103
shares
|
$19,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
100
shares
|
$18,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$18,898
0.01% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
100
shares
|
$18,898
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
98
shares
|
$18,520
0.0% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
97
shares
|
$18,331
0.0% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
97
shares
|
$18,331
0.0% of portfolio
|
Q1 2025
Added 977.78%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
94
shares
|
$17,764
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
94
shares
|
$17,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
92
shares
|
$17,386
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
91
shares
|
$17,197
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
91
shares
|
$17,197
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$17,197
0.0% of portfolio
|
Q3 2021
Added 9.1%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
91
shares
|
$17,197
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$16,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
86
shares
|
$16,252
0.0% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
86
shares
|
$16,252
0.01% of portfolio
|
Q3 2024
Reduced 41.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
84
shares
|
$15,874
0.0% of portfolio
|
Q3 2024
New holding
|