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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,102
shares
|
$8.25 Million
1.14% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
39,064
shares
|
$8.24 Million
0.98% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
38,886
shares
|
$8.2 Million
1.21% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$8.19 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,814
shares
|
$8.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
38,796
shares
|
$8.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$8.18 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
38,583
shares
|
$8.14 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
38,475
shares
|
$8.12 Million
1.96% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
38,399
shares
|
$8.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
38,128
shares
|
$8.04 Million
0.47% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
38,105
shares
|
$8.04 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
38,003
shares
|
$8.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
37,752
shares
|
$7.96 Million
0.45% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
37,607
shares
|
$7.93 Million
0.74% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
37,417
shares
|
$7.89 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
37,093
shares
|
$7.82 Million
0.55% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
36,862
shares
|
$7.78 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
36,793
shares
|
$7.76 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
36,495
shares
|
$7.7 Million
1.74% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
36,404
shares
|
$7.68 Million
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.63 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
35,967
shares
|
$7.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
35,871
shares
|
$7.57 Million
3.15% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
35,610
shares
|
$7.51 Million
5.63% of portfolio
|
Q1 2025
Added 0.57%
|