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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
52,840
shares
|
$10.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
52,374
shares
|
$10.5 Million
10.61% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
52,221
shares
|
$10.4 Million
3.53% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
51,916
shares
|
$10.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
50,263
shares
|
$10 Million
0.24% of portfolio
|
Q1 2025
Added 103.72%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,108
shares
|
$10 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
50,048
shares
|
$10 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
49,396
shares
|
$9.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$9.83 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
49,149
shares
|
$9.82 Million
3.54% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
48,801
shares
|
$9.75 Million
1.67% of portfolio
|
Q2 2025
Reduced 38.12%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
48,696
shares
|
$9.73 Million
2.47% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
48,111
shares
|
$9.61 Million
0.33% of portfolio
|
Q2 2025
Added 33.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
47,695
shares
|
$9.53 Million
0.15% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
47,579
shares
|
$9.5 Million
3.71% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
47,367
shares
|
$9.46 Million
6.67% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
46,953
shares
|
$9.38 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46,895
shares
|
$9.37 Million
0.19% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
46,624
shares
|
$9.31 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
45,793
shares
|
$9.15 Million
2.7% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
45,161
shares
|
$9.02 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
44,966
shares
|
$8.98 Million
0.68% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
44,829
shares
|
$8.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$8.94 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
44,168
shares
|
$8.82 Million
3.39% of portfolio
|
Q1 2025
Added 1.67%
|