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 |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
62,250
shares
|
$12.4 Million
0.52% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
61,743
shares
|
$12.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
61,675
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
60,505
shares
|
$12.1 Million
1.37% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
59,630
shares
|
$11.9 Million
4.49% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
59,071
shares
|
$11.8 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
58,860
shares
|
$11.8 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
58,743
shares
|
$11.7 Million
0.12% of portfolio
|
Q1 2025
Added 50.57%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
58,117
shares
|
$11.6 Million
0.53% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
58,019
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.56%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
57,911
shares
|
$11.6 Million
2.07% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
57,636
shares
|
$11.5 Million
2.59% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
57,571
shares
|
$11.5 Million
1.25% of portfolio
|
Q3 2023
Added 6.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
56,744
shares
|
$11.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
56,577
shares
|
$11.3 Million
1.32% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
56,518
shares
|
$11.3 Million
2.6% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
56,161
shares
|
$11.2 Million
2.57% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
55,174
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
54,692
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 282.06%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
54,457
shares
|
$10.9 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
54,126
shares
|
$10.8 Million
1.3% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
54,010
shares
|
$10.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
53,675
shares
|
$10.7 Million
6.48% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$10.7 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
53,355
shares
|
$10.7 Million
8.35% of portfolio
|
Q2 2025
Added 13.5%
|