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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,168
shares
|
$3.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
18,055
shares
|
$3.77 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,048
shares
|
$3.77 Million
0.75% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
18,008
shares
|
$3.76 Million
0.06% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,988
shares
|
$3.76 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
17,947
shares
|
$3.75 Million
0.91% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
17,940
shares
|
$3.75 Million
0.27% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
17,859
shares
|
$3.73 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,805
shares
|
$3.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
17,755
shares
|
$3.71 Million
1.79% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,683
shares
|
$3.7 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
17,661
shares
|
$3.69 Million
1.41% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
17,637
shares
|
$3.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
17,599
shares
|
$3.68 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
17,538
shares
|
$3.67 Million
1.67% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,528
shares
|
$3.66 Million
0.93% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
17,441
shares
|
$3.65 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
17,391
shares
|
$3.64 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
17,303
shares
|
$3.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
17,281
shares
|
$3.61 Million
1.41% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
17,257
shares
|
$3.61 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
17,173
shares
|
$3.59 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
17,160
shares
|
$3.59 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
16,693
shares
|
$3.49 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
16,652
shares
|
$3.48 Million
1.18% of portfolio
|
Q2 2025
New holding
|