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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
10,175
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
10,172
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
10,165
shares
|
$2.12 Million
0.66% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
10,159
shares
|
$2.12 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,155
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
10,138
shares
|
$2.12 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,034
shares
|
$2.1 Million
0.72% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
10,029
shares
|
$2.1 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,991
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
9,990
shares
|
$2.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,918
shares
|
$2.07 Million
0.09% of portfolio
|
Q2 2025
Added 387.37%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
9,865
shares
|
$2.06 Million
0.53% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
9,847
shares
|
$2.06 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,837
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
9,821
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,804
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
9,788
shares
|
$2.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
9,784
shares
|
$2.05 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,738
shares
|
$2.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
9,728
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Added 168.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,723
shares
|
$2.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,710
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2020
Added 2.07%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,607
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
9,553
shares
|
$2 Million
0.35% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,541
shares
|
$1.99 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.03%
|