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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$599
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$599
0.06% of portfolio
|
Q1 2025
Reduced 99.45%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
3
shares
|
$599
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2
shares
|
$399
0.0% of portfolio
|
Q2 2025
Reduced 96.36%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2
shares
|
$399
0.0% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1
shares
|
$199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|