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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
74
shares
|
$14,780
0.0% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
74
shares
|
$14,780
0.01% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
72
shares
|
$14,380
0.01% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
70
shares
|
$13,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
70
shares
|
$13,981
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
70
shares
|
$13,981
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
66
shares
|
$13,182
0.0% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
64
shares
|
$12,782
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
64
shares
|
$12,782
0.01% of portfolio
|
Q2 2023
Reduced 8.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$12,582
0.0% of portfolio
|
Q2 2024
Added 800.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
63
shares
|
$12,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
63
shares
|
$12,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
63
shares
|
$12,582
0.01% of portfolio
|
Q4 2021
Reduced 55.94%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
60
shares
|
$11,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
59
shares
|
$11,784
0.0% of portfolio
|
Q3 2022
Reduced 33.71%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
59
shares
|
$11,784
0.0% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
57
shares
|
$11,384
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
56
shares
|
$11,184
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
55
shares
|
$10,985
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
55
shares
|
$10,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
55
shares
|
$10,985
0.0% of portfolio
|
Q2 2025
Reduced 57.69%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
55
shares
|
$10,985
0.01% of portfolio
|
Q4 2018
Added 816.67%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
55
shares
|
$10,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
52
shares
|
$10,385
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
52
shares
|
$10,385
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|