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 |
|---|---|---|---|---|---|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
16,606
shares
|
$3.47 Million
2.15% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,602
shares
|
$3.47 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,581
shares
|
$3.47 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
16,566
shares
|
$3.46 Million
0.41% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
16,548
shares
|
$3.46 Million
0.59% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
16,460
shares
|
$3.44 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
16,456
shares
|
$3.44 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
16,453
shares
|
$3.44 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
16,398
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,379
shares
|
$3.42 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
16,356
shares
|
$3.42 Million
1.16% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
16,348
shares
|
$3.42 Million
0.07% of portfolio
|
Q2 2025
Added 44.52%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16,279
shares
|
$3.4 Million
0.25% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
16,255
shares
|
$3.4 Million
0.05% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
16,240
shares
|
$3.39 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
16,172
shares
|
$3.38 Million
1.3% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,160
shares
|
$3.38 Million
2.04% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
16,150
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
16,142
shares
|
$3.37 Million
0.55% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,132
shares
|
$3.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
16,063
shares
|
$3.36 Million
1.7% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
16,036
shares
|
$3.35 Million
0.23% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
16,030
shares
|
$3.35 Million
0.16% of portfolio
|
Q1 2022
Reduced 3.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
15,991
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2025
Added 157.46%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
15,924
shares
|
$3.33 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.25%
|