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 1,724 institutions that hold shares in the stock, with a total of 93.1 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 |
---|---|---|---|---|---|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
45,779
shares
|
$9.27 Million
0.66% of portfolio
|
Q2 2025
Added 1.81%
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
45,161
shares
|
$9.15 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
44,829
shares
|
$9.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$9.07 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
44,336
shares
|
$8.98 Million
0.05% of portfolio
|
Q2 2025
Added 3.24%
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
44,168
shares
|
$8.95 Million
3.39% of portfolio
|
Q1 2025
Added 1.67%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$8.93 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
43,253
shares
|
$8.76 Million
0.84% of portfolio
|
Q1 2025
Added 14.46%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
43,154
shares
|
$8.74 Million
2.63% of portfolio
|
Q2 2025
Added 11.42%
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
43,103
shares
|
$8.73 Million
0.65% of portfolio
|
Q2 2025
Added 4.97%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
42,086
shares
|
$8.53 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
41,966
shares
|
$8.5 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
41,435
shares
|
$8.39 Million
5.87% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
41,327
shares
|
$8.37 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
41,268
shares
|
$8.36 Million
4.96% of portfolio
|
Q1 2025
Added 2.44%
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
41,037
shares
|
$8.31 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
41,005
shares
|
$8.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
40,882
shares
|
$8.28 Million
0.16% of portfolio
|
Q1 2025
Added 21.06%
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
40,501
shares
|
$8.2 Million
0.72% of portfolio
|
Q1 2025
Added 13.45%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,273
shares
|
$8.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
39,621
shares
|
$8.03 Million
3.56% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
39,383
shares
|
$7.98 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
39,350
shares
|
$7.97 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$7.92 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
39,064
shares
|
$7.91 Million
0.98% of portfolio
|
Q2 2025
Added 10.33%
|