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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
59
shares
|
$11,149
0.0% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
59
shares
|
$11,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
57
shares
|
$10,771
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
56
shares
|
$10,582
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
55
shares
|
$10,393
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
55
shares
|
$10,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
55
shares
|
$10,393
0.0% of portfolio
|
Q1 2025
Reduced 85.82%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
55
shares
|
$10,393
0.01% of portfolio
|
Q4 2018
Added 816.67%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
55
shares
|
$10,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
52
shares
|
$9,826
0.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
52
shares
|
$9,826
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
50
shares
|
$9,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
50
shares
|
$9,449
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
50
shares
|
$9,449
0.01% of portfolio
|
Q3 2024
Reduced 66.22%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
49
shares
|
$9,260
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
48
shares
|
$9,071
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
47
shares
|
$8,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
47
shares
|
$8,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
46
shares
|
$8,693
0.0% of portfolio
|
Q3 2023
Reduced 47.13%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
46
shares
|
$8,693
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
40
shares
|
$7,559
0.0% of portfolio
|
Q1 2025
Reduced 71.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
40
shares
|
$7,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
37
shares
|
$6,992
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
37
shares
|
$6,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$6,803
0.0% of portfolio
|
Q2 2024
Added 2.86%
|