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 |
|---|---|---|---|---|---|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$19,973
0.01% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
100
shares
|
$19,973
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
97
shares
|
$19,373
0.0% of portfolio
|
Q1 2025
Added 56.45%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
97
shares
|
$19,373
0.0% of portfolio
|
Q1 2025
Added 977.78%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
94
shares
|
$18,774
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
94
shares
|
$18,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
92
shares
|
$18,375
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
91
shares
|
$18,175
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
91
shares
|
$18,175
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$18,175
0.0% of portfolio
|
Q3 2021
Added 9.1%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
91
shares
|
$18,175
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$17,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
86
shares
|
$17,176
0.0% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
84
shares
|
$16,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
83
shares
|
$16,577
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
83
shares
|
$16,577
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
83
shares
|
$16,577
0.01% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
83
shares
|
$16,577
0.01% of portfolio
|
Q4 2024
Reduced 64.07%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
82
shares
|
$16,377
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
82
shares
|
$16,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
79
shares
|
$15,778
0.0% of portfolio
|
Q2 2024
Added 9.72%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
78
shares
|
$15,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$15,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
75
shares
|
$14,979
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
75
shares
|
$14,979
0.01% of portfolio
|
Q2 2023
New holding
|