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 |
|---|---|---|---|---|---|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
10,956
shares
|
$2.29 Million
1.54% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
10,933
shares
|
$2.29 Million
1.88% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
10,867
shares
|
$2.27 Million
0.72% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
10,862
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
10,726
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 19401.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
10,681
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
10,652
shares
|
$2.23 Million
1.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,643
shares
|
$2.22 Million
0.16% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
10,635
shares
|
$2.22 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
10,604
shares
|
$2.22 Million
1.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
10,595
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
10,573
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,560
shares
|
$2.21 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
10,548
shares
|
$2.21 Million
0.38% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
10,544
shares
|
$2.2 Million
1.06% of portfolio
|
Q2 2025
Added 129.62%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
10,542
shares
|
$2.2 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
10,467
shares
|
$2.19 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
10,342
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
10,325
shares
|
$2.16 Million
0.75% of portfolio
|
Q2 2025
Added 63.97%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
10,323
shares
|
$2.16 Million
0.68% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
10,291
shares
|
$2.15 Million
1.68% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
10,240
shares
|
$2.14 Million
1.43% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,211
shares
|
$2.13 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.11%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
10,204
shares
|
$2.13 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,196
shares
|
$2.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 19.74%
|