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 |
|---|---|---|---|---|---|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
27,286
shares
|
$5.76 Million
2.51% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
27,231
shares
|
$5.74 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
27,226
shares
|
$5.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
26,901
shares
|
$5.67 Million
0.49% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
26,739
shares
|
$5.64 Million
0.04% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
26,379
shares
|
$5.56 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,008
shares
|
$5.49 Million
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
25,857
shares
|
$5.45 Million
0.22% of portfolio
|
Q2 2025
Added 152.12%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
25,783
shares
|
$5.44 Million
0.13% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
25,782
shares
|
$5.44 Million
2.5% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
25,605
shares
|
$5.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,578
shares
|
$5.4 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
25,467
shares
|
$5.37 Million
1.56% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,306
shares
|
$5.34 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
25,251
shares
|
$5.33 Million
0.92% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
25,195
shares
|
$5.31 Million
3.7% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
25,094
shares
|
$5.29 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,814
shares
|
$5.23 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
24,694
shares
|
$5.21 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
24,673
shares
|
$5.2 Million
0.37% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
24,541
shares
|
$5.18 Million
0.29% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
24,530
shares
|
$5.17 Million
1.22% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
24,434
shares
|
$5.15 Million
1.11% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
24,396
shares
|
$5.15 Million
1.19% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Zeit Capital LLC
|
Aug 26, 2025 Q2 2025 |
24,294
shares
|
$5.12 Million
3.39% of portfolio
|
Q2 2025
Added 0.75%
|