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 1,754 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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
623,414
shares
|
$132 Million
0.37% of portfolio
|
Q2 2023
Added 1.34%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
610,689
shares
|
$129 Million
7.09% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
526,298
shares
|
$111 Million
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
505,618
shares
|
$107 Million
0.13% of portfolio
|
Q2 2025
Added 128.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
503,565
shares
|
$106 Million
0.02% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
483,605
shares
|
$102 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
480,301
shares
|
$101 Million
0.17% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
467,411
shares
|
$98.6 Million
1.16% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
453,785
shares
|
$95.7 Million
6.38% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
452,257
shares
|
$95.4 Million
0.13% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
440,453
shares
|
$92.9 Million
0.2% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
437,040
shares
|
$92.2 Million
1.04% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
402,203
shares
|
$84.8 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
397,979
shares
|
$83.9 Million
2.45% of portfolio
|
Q2 2025
Added 39.15%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
382,480
shares
|
$80.7 Million
0.27% of portfolio
|
Q4 2020
Reduced 34.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
381,568
shares
|
$80.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
379,601
shares
|
$80.1 Million
6.66% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
379,201
shares
|
$80 Million
0.48% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,358
shares
|
$79.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
372,856
shares
|
$78.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
362,293
shares
|
$76.4 Million
0.89% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
357,106
shares
|
$75.3 Million
0.4% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
357,098
shares
|
$75.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
354,686
shares
|
$74.8 Million
0.05% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
354,002
shares
|
$74.7 Million
7.69% of portfolio
|
Q2 2025
Reduced 7.46%
|