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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
24,243
shares
|
$5.11 Million
0.66% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
24,228
shares
|
$5.11 Million
0.11% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
24,184
shares
|
$5.1 Million
0.46% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
24,104
shares
|
$5.08 Million
2.89% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
24,079
shares
|
$5.08 Million
1.81% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
24,057
shares
|
$5.07 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
23,822
shares
|
$5.03 Million
3.15% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
23,820
shares
|
$5.02 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
23,786
shares
|
$5.02 Million
1.24% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
23,756
shares
|
$5.01 Million
2.21% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
23,708
shares
|
$5 Million
2.79% of portfolio
|
Q3 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,696
shares
|
$5 Million
0.15% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
23,539
shares
|
$4.97 Million
0.14% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,430
shares
|
$4.94 Million
0.03% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Aug 12, 2025 Q2 2025 |
23,400
shares
|
$4.94 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
23,383
shares
|
$4.93 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
23,277
shares
|
$4.91 Million
0.13% of portfolio
|
Q2 2025
Added 92.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
23,247
shares
|
$4.9 Million
0.41% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
23,236
shares
|
$4.9 Million
0.5% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
23,178
shares
|
$4.89 Million
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
22,930
shares
|
$4.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
22,797
shares
|
$4.81 Million
2.86% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
22,704
shares
|
$4.79 Million
2.42% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,535
shares
|
$4.75 Million
0.13% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
22,470
shares
|
$4.74 Million
1.63% of portfolio
|
Q2 2025
Reduced 9.38%
|