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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
54,457
shares
|
$10.3 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
54,010
shares
|
$10.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
53,657
shares
|
$10.2 Million
2.71% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
53,656
shares
|
$10.2 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
52,840
shares
|
$10 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
51,916
shares
|
$9.86 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
50,263
shares
|
$9.55 Million
0.24% of portfolio
|
Q1 2025
Added 103.72%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,108
shares
|
$9.52 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
50,048
shares
|
$9.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
49,396
shares
|
$9.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
49,223
shares
|
$9.35 Million
0.99% of portfolio
|
Q4 2023
Added 1.65%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
49,149
shares
|
$9.33 Million
3.54% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
49,143
shares
|
$9.33 Million
3.56% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
49,091
shares
|
$9.32 Million
4.17% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
49,014
shares
|
$9.31 Million
4.76% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
48,696
shares
|
$9.25 Million
2.47% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
47,695
shares
|
$9.06 Million
0.15% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
47,626
shares
|
$9.05 Million
2.88% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
47,367
shares
|
$9 Million
6.67% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
47,007
shares
|
$8.93 Million
7.98% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
46,953
shares
|
$8.92 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
46,624
shares
|
$8.86 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
45,680
shares
|
$8.68 Million
0.2% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
45,161
shares
|
$8.58 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
44,966
shares
|
$8.54 Million
0.68% of portfolio
|
Q1 2025
Added 4.87%
|