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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
12,180
shares
|
$2.55 Million
0.06% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
12,162
shares
|
$2.54 Million
0.16% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
12,156
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,938
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
11,935
shares
|
$2.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,926
shares
|
$2.49 Million
1.97% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,919
shares
|
$2.49 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
11,831
shares
|
$2.47 Million
0.24% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
11,753
shares
|
$2.46 Million
0.79% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,723
shares
|
$2.45 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
11,710
shares
|
$2.45 Million
1.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
11,560
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,551
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
11,523
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,521
shares
|
$2.41 Million
0.08% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,440
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
11,373
shares
|
$2.38 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
11,238
shares
|
$2.35 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,149
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
11,137
shares
|
$2.33 Million
1.24% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
11,108
shares
|
$2.32 Million
1.07% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,063
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 70.45%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,060
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
11,020
shares
|
$2.3 Million
2.61% of portfolio
|
Q3 2022
Added 837.07%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
11,020
shares
|
$2.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.92%
|