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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
20,166
shares
|
$4.25 Million
0.51% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
19,948
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
19,847
shares
|
$4.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
19,844
shares
|
$4.19 Million
1.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
19,731
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
19,531
shares
|
$4.12 Million
0.71% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
19,442
shares
|
$4.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,438
shares
|
$4.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
19,416
shares
|
$4.1 Million
3.13% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
19,354
shares
|
$4.08 Million
0.44% of portfolio
|
Q2 2025
Added 41.9%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
19,240
shares
|
$4.06 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
19,172
shares
|
$4.04 Million
1.75% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
19,146
shares
|
$4.04 Million
0.46% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
19,098
shares
|
$4.03 Million
0.45% of portfolio
|
Q2 2025
Reduced 51.51%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
19,017
shares
|
$4.01 Million
0.54% of portfolio
|
Q2 2025
Added 26.55%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
18,970
shares
|
$4 Million
0.42% of portfolio
|
Q2 2025
Added 211.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,900
shares
|
$3.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
18,859
shares
|
$3.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
18,840
shares
|
$3.97 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
18,706
shares
|
$3.95 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
18,617
shares
|
$3.93 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
18,434
shares
|
$3.89 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
18,409
shares
|
$3.88 Million
0.25% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
18,324
shares
|
$3.87 Million
1.13% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
18,212
shares
|
$3.84 Million
0.11% of portfolio
|
Q2 2025
Added 5.79%
|