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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14,499
shares
|
$3.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
14,449
shares
|
$3.02 Million
0.06% of portfolio
|
Q2 2025
Added 215.14%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
14,442
shares
|
$3.02 Million
0.56% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
14,421
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
14,303
shares
|
$2.99 Million
0.78% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
14,287
shares
|
$2.99 Million
0.8% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
14,202
shares
|
$2.97 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
14,182
shares
|
$2.96 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
14,145
shares
|
$2.96 Million
1.32% of portfolio
|
Q2 2025
Reduced 51.62%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,063
shares
|
$2.94 Million
0.14% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
14,057
shares
|
$2.94 Million
0.15% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
13,986
shares
|
$2.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
13,928
shares
|
$2.91 Million
0.48% of portfolio
|
Q2 2025
Added 57.57%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
13,819
shares
|
$2.89 Million
1.45% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
13,784
shares
|
$2.88 Million
1.6% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
13,661
shares
|
$2.86 Million
2.59% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
13,613
shares
|
$2.85 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
13,550
shares
|
$2.83 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,532
shares
|
$2.83 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
13,447
shares
|
$2.81 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,423
shares
|
$2.81 Million
3.41% of portfolio
|
Q1 2023
Reduced 69.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
13,412
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
13,402
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.31%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
13,388
shares
|
$2.8 Million
1.06% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
13,360
shares
|
$2.79 Million
2.14% of portfolio
|
Q2 2025
Added 1.42%
|