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 |
---|---|---|---|---|---|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
38,822
shares
|
$7.86 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
38,816
shares
|
$7.86 Million
3.25% of portfolio
|
Q4 2023
New holding
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
38,814
shares
|
$7.86 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,814
shares
|
$7.86 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
38,765
shares
|
$7.85 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
|
$7.82 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
38,475
shares
|
$7.79 Million
1.96% of portfolio
|
Q2 2025
Added 1.81%
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
38,399
shares
|
$7.78 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
38,320
shares
|
$7.76 Million
0.07% of portfolio
|
Q1 2025
Added 3.38%
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
38,003
shares
|
$7.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.49%
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
37,607
shares
|
$7.62 Million
0.74% of portfolio
|
Q2 2025
Added 0.33%
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
37,588
shares
|
$7.61 Million
0.49% of portfolio
|
Q1 2025
Added 0.92%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
37,484
shares
|
$7.59 Million
0.27% of portfolio
|
Q4 2024
Added 1.3%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
37,434
shares
|
$7.58 Million
0.27% of portfolio
|
Q1 2025
Added 2.58%
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
37,223
shares
|
$7.54 Million
0.46% of portfolio
|
Q1 2025
Added 1.14%
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
37,217
shares
|
$7.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.6%
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
37,115
shares
|
$7.52 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
36,935
shares
|
$7.48 Million
2.59% of portfolio
|
Q1 2025
Added 2.69%
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
36,919
shares
|
$7.48 Million
1.91% of portfolio
|
Q1 2025
Added 9.63%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
36,495
shares
|
$7.39 Million
1.74% of portfolio
|
Q2 2025
Added 4.2%
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
36,421
shares
|
$7.38 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
36,194
shares
|
$7.33 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
36,154
shares
|
$7.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
35,967
shares
|
$7.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
35,871
shares
|
$7.27 Million
3.15% of portfolio
|
Q2 2025
Added 4.74%
|