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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9,533
shares
|
$1.99 Million
0.7% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
9,453
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,422
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,384
shares
|
$1.96 Million
0.11% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,372
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
9,299
shares
|
$1.94 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
9,269
shares
|
$1.94 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
9,260
shares
|
$1.94 Million
0.3% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
9,212
shares
|
$1.93 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,118
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,103
shares
|
$1.9 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
9,101
shares
|
$1.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 65.58%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
9,071
shares
|
$1.9 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
9,034
shares
|
$1.89 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,994
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
8,993
shares
|
$1.88 Million
0.63% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
8,947
shares
|
$1.87 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Aug 13, 2025 Q2 2025 |
8,932
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 69.19%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,907
shares
|
$1.86 Million
0.46% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
8,896
shares
|
$1.86 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
8,888
shares
|
$1.86 Million
0.19% of portfolio
|
Q2 2025
Added 63.92%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
8,877
shares
|
$1.86 Million
0.38% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,861
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
8,707
shares
|
$1.82 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
8,703
shares
|
$1.82 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.84%
|