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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
50
shares
|
$9,986
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
50
shares
|
$9,986
0.01% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
50
shares
|
$9,986
0.01% of portfolio
|
Q3 2024
Reduced 66.22%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
49
shares
|
$9,786
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
48
shares
|
$9,587
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
47
shares
|
$9,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
47
shares
|
$9,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
46
shares
|
$9,187
0.0% of portfolio
|
Q3 2023
Reduced 47.13%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
40
shares
|
$7,989
0.0% of portfolio
|
Q1 2025
Reduced 71.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
40
shares
|
$7,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
37
shares
|
$7,390
0.0% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
37
shares
|
$7,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$7,190
0.0% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
35
shares
|
$6,990
0.0% of portfolio
|
Q3 2024
Reduced 49.28%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
35
shares
|
$6,990
0.0% of portfolio
|
Q3 2021
Reduced 88.22%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
34
shares
|
$6,790
0.0% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
34
shares
|
$6,790
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
34
shares
|
$6,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
32
shares
|
$6,391
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
31
shares
|
$6,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
30
shares
|
$5,991
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
30
shares
|
$5,991
0.0% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
28
shares
|
$5,592
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$5,392
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
26
shares
|
$5,192
0.0% of portfolio
|
Q3 2024
Added 4.0%
|