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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
35
shares
|
$6,647
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
35
shares
|
$6,647
0.0% of portfolio
|
Q3 2021
Reduced 88.22%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
34
shares
|
$6,457
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
34
shares
|
$6,457
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
34
shares
|
$6,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
32
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$5,697
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
28
shares
|
$5,318
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,128
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
26
shares
|
$4,938
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
22
shares
|
$4,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$3,988
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
21
shares
|
$3,988
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
20
shares
|
$3,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
19
shares
|
$3,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
19
shares
|
$3,608
0.0% of portfolio
|
Q2 2023
Reduced 18.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18
shares
|
$3,418
0.0% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
17
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
16
shares
|
$3,038
0.0% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
16
shares
|
$3,038
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
16
shares
|
$3,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
15
shares
|
$2,848
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
15
shares
|
$2,848
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
13
shares
|
$2,469
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
13
shares
|
$2,469
0.0% of portfolio
|
Q1 2024
New holding
|