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 |
|---|---|---|---|---|---|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
35,338
shares
|
$7.45 Million
5.83% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
35,175
shares
|
$7.42 Million
5.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Granby Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$7.38 Million
3.82% of portfolio
|
Q2 2023
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
34,927
shares
|
$7.37 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
34,864
shares
|
$7.35 Million
5.02% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,793
shares
|
$7.34 Million
0.28% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
34,440
shares
|
$7.26 Million
1.1% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
34,348
shares
|
$7.25 Million
0.85% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
34,150
shares
|
$7.2 Million
0.02% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,015
shares
|
$7.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
33,759
shares
|
$7.12 Million
2.27% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
33,721
shares
|
$7.11 Million
0.77% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
33,503
shares
|
$7.07 Million
1.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
32,685
shares
|
$6.89 Million
1.5% of portfolio
|
Q2 2025
Added 24.47%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
32,620
shares
|
$6.88 Million
1.71% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
32,598
shares
|
$6.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
32,416
shares
|
$6.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
32,391
shares
|
$6.83 Million
4.03% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
32,325
shares
|
$6.82 Million
0.74% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
32,075
shares
|
$6.77 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
31,672
shares
|
$6.68 Million
1.07% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
31,529
shares
|
$6.65 Million
0.43% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
31,209
shares
|
$6.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
31,196
shares
|
$6.58 Million
4.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
31,166
shares
|
$6.57 Million
1.23% of portfolio
|
Q2 2025
New holding
|