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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
8,679
shares
|
$1.81 Million
0.96% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
8,670
shares
|
$1.81 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,618
shares
|
$1.8 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
8,555
shares
|
$1.79 Million
0.27% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,547
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,485
shares
|
$1.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
8,477
shares
|
$1.77 Million
0.33% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
8,463
shares
|
$1.77 Million
0.75% of portfolio
|
Q2 2025
Reduced 37.03%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
8,447
shares
|
$1.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
8,421
shares
|
$1.76 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
8,408
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.29%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
8,395
shares
|
$1.75 Million
0.45% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
8,335
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
8,314
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,312
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 37.48%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,304
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2022
Added 297.51%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,280
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2022
Added 19.91%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
8,268
shares
|
$1.73 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
8,201
shares
|
$1.71 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,131
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
8,076
shares
|
$1.69 Million
1.12% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,042
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,986
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 56.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,982
shares
|
$1.67 Million
0.23% of portfolio
|
Q4 2022
Added 68.54%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
7,980
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.8%
|