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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,771
shares
|
$6.49 Million
0.02% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
30,635
shares
|
$6.46 Million
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
30,450
shares
|
$6.42 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
30,385
shares
|
$6.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
29,910
shares
|
$6.31 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
29,842
shares
|
$6.29 Million
0.18% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
29,508
shares
|
$6.22 Million
1.98% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
29,359
shares
|
$6.19 Million
3.35% of portfolio
|
Q2 2025
Added 317.68%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
29,173
shares
|
$6.15 Million
0.73% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
29,129
shares
|
$6.14 Million
4.59% of portfolio
|
Q2 2025
Added 57.06%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
29,061
shares
|
$6.13 Million
2.22% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$6.1 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,837
shares
|
$6.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
28,825
shares
|
$6.08 Million
0.31% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
28,774
shares
|
$6.07 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
28,748
shares
|
$6.06 Million
0.37% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,557
shares
|
$6.02 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
28,515
shares
|
$6.01 Million
1.2% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
28,339
shares
|
$5.98 Million
0.65% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
28,153
shares
|
$5.94 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
27,958
shares
|
$5.9 Million
2.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
27,563
shares
|
$5.81 Million
3.32% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
27,505
shares
|
$5.8 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
27,398
shares
|
$5.78 Million
3.15% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
27,324
shares
|
$5.76 Million
2.66% of portfolio
|
Q2 2025
Reduced 2.75%
|