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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,355
shares
|
$2.79 Million
0.42% of portfolio
|
Q2 2025
Reduced 73.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
13,340
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
13,231
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
13,230
shares
|
$2.77 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
13,211
shares
|
$2.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
13,148
shares
|
$2.75 Million
3.63% of portfolio
|
Q2 2025
Reduced 66.59%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,141
shares
|
$2.75 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
13,118
shares
|
$2.74 Million
1.04% of portfolio
|
Q2 2025
Added 157.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
13,059
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
13,040
shares
|
$2.73 Million
1.54% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
13,019
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
12,861
shares
|
$2.69 Million
0.78% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,771
shares
|
$2.67 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,746
shares
|
$2.66 Million
0.14% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,732
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
12,726
shares
|
$2.66 Million
0.38% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
12,685
shares
|
$2.65 Million
0.37% of portfolio
|
Q2 2025
Reduced 61.32%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
12,605
shares
|
$2.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,603
shares
|
$2.63 Million
0.14% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,436
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,386
shares
|
$2.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
12,350
shares
|
$2.58 Million
0.37% of portfolio
|
Q2 2025
Added 995.83%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
12,311
shares
|
$2.57 Million
0.72% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12,295
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
12,273
shares
|
$2.57 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.06%
|