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 1,723 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
35,610
shares
|
$7.21 Million
5.63% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
35,175
shares
|
$7.13 Million
5.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Granby Capital Management, LLC
|
May 14, 2025 Q1 2025 |
35,000
shares
|
$7.09 Million
3.52% of portfolio
|
Q2 2023
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
34,927
shares
|
$7.08 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
34,313
shares
|
$6.95 Million
1.14% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,883
shares
|
$6.86 Million
5.19% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
33,679
shares
|
$6.82 Million
2.25% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
33,496
shares
|
$6.79 Million
1.07% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
33,436
shares
|
$6.77 Million
5.65% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,314
shares
|
$6.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
33,106
shares
|
$6.71 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
32,598
shares
|
$6.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
32,516
shares
|
$6.59 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
32,412
shares
|
$6.57 Million
0.86% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
32,391
shares
|
$6.56 Million
4.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
32,325
shares
|
$6.55 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
32,271
shares
|
$6.54 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
31,882
shares
|
$6.46 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
31,787
shares
|
$6.44 Million
0.21% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
31,529
shares
|
$6.39 Million
0.43% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
31,504
shares
|
$6.38 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,253
shares
|
$6.33 Million
0.02% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$6.32 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
30,932
shares
|
$6.27 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,771
shares
|
$6.23 Million
0.02% of portfolio
|
Q2 2025
Added 7.96%
|