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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,836
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.05%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
15,818
shares
|
$3.31 Million
0.47% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
15,812
shares
|
$3.31 Million
2.89% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15,801
shares
|
$3.3 Million
0.24% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
15,798
shares
|
$3.3 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
15,762
shares
|
$3.3 Million
2.05% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
15,559
shares
|
$3.25 Million
0.64% of portfolio
|
Q3 2022
Reduced 3.97%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
15,490
shares
|
$3.24 Million
1.33% of portfolio
|
Q1 2023
Added 0.52%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
15,478
shares
|
$3.24 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,372
shares
|
$3.21 Million
0.21% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,372
shares
|
$3.21 Million
0.55% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
15,285
shares
|
$3.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
15,284
shares
|
$3.2 Million
0.94% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,175
shares
|
$3.17 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
15,133
shares
|
$3.16 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
15,064
shares
|
$3.15 Million
0.88% of portfolio
|
Q1 2023
Added 10.89%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
15,038
shares
|
$3.14 Million
0.32% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
15,020
shares
|
$3.14 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
15,000
shares
|
$3.14 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
14,897
shares
|
$3.11 Million
0.99% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,874
shares
|
$3.11 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
14,850
shares
|
$3.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
14,731
shares
|
$3.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,699
shares
|
$3.07 Million
0.05% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,583
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2022
Added 16.69%
|