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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
30,560
shares
|
$6.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
30,471
shares
|
$6.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
30,165
shares
|
$6.11 Million
0.81% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
29,689
shares
|
$6.01 Million
0.77% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
29,359
shares
|
$5.95 Million
3.35% of portfolio
|
Q2 2025
Added 317.68%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
29,240
shares
|
$5.92 Million
2.22% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
29,183
shares
|
$5.91 Million
0.79% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
29,173
shares
|
$5.91 Million
0.73% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
28,988
shares
|
$5.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 50.99%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,940
shares
|
$5.86 Million
0.35% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
28,792
shares
|
$5.83 Million
0.18% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
28,774
shares
|
$5.83 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
28,748
shares
|
$5.82 Million
0.37% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
28,621
shares
|
$5.8 Million
0.43% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
28,606
shares
|
$5.79 Million
2.2% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
28,365
shares
|
$5.75 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
28,350
shares
|
$5.74 Million
2.81% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
28,138
shares
|
$5.7 Million
1.54% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
28,098
shares
|
$5.69 Million
2.77% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
28,074
shares
|
$5.69 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
27,958
shares
|
$5.66 Million
2.02% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
27,563
shares
|
$5.58 Million
3.32% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
27,525
shares
|
$5.58 Million
0.13% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
27,512
shares
|
$5.57 Million
0.2% of portfolio
|
Q1 2025
Added 928.49%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
27,418
shares
|
$5.55 Million
2.36% of portfolio
|
Q1 2025
Added 30.55%
|