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 1,755 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 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
|
$9.66 Million
0.66% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
44,932
shares
|
$9.48 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
44,780
shares
|
$9.45 Million
2.84% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
44,574
shares
|
$9.4 Million
6.2% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
44,336
shares
|
$9.35 Million
0.05% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
44,264
shares
|
$9.34 Million
5.01% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
44,080
shares
|
$9.3 Million
2.74% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
43,775
shares
|
$9.23 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
43,596
shares
|
$9.2 Million
3.98% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
43,439
shares
|
$9.16 Million
0.82% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
43,375
shares
|
$9.15 Million
0.0% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
43,154
shares
|
$9.1 Million
2.63% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
43,103
shares
|
$9.09 Million
0.65% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
41,966
shares
|
$8.85 Million
2.12% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
41,777
shares
|
$8.81 Million
0.01% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
41,435
shares
|
$8.74 Million
5.87% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
41,267
shares
|
$8.7 Million
1.25% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
41,251
shares
|
$8.7 Million
2.45% of portfolio
|
Q2 2025
Added 135.71%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
41,097
shares
|
$8.67 Million
1.94% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
41,069
shares
|
$8.66 Million
0.9% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
40,882
shares
|
$8.62 Million
0.16% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
40,752
shares
|
$8.6 Million
0.07% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
40,735
shares
|
$8.59 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
40,546
shares
|
$8.55 Million
0.65% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
40,226
shares
|
$8.49 Million
3.46% of portfolio
|
Q2 2025
Added 1.53%
|