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 |
|---|---|---|---|---|---|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
7,965
shares
|
$1.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
7,932
shares
|
$1.66 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
7,932
shares
|
$1.66 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,906
shares
|
$1.65 Million
0.79% of portfolio
|
Q4 2022
Added 0.14%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,904
shares
|
$1.65 Million
0.08% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
7,871
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,820
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,811
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
7,797
shares
|
$1.63 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,776
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,748
shares
|
$1.62 Million
0.21% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
7,676
shares
|
$1.6 Million
0.54% of portfolio
|
Q1 2025
Added 464.41%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
7,664
shares
|
$1.6 Million
0.87% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,548
shares
|
$1.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,526
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 90.8%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
7,510
shares
|
$1.57 Million
1.0% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
7,507
shares
|
$1.57 Million
0.56% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
7,497
shares
|
$1.57 Million
0.08% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
7,466
shares
|
$1.56 Million
0.39% of portfolio
|
Q1 2024
Added 135.82%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
7,457
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
7,436
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,431
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 26.79%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
7,430
shares
|
$1.55 Million
1.16% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
7,383
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
7,372
shares
|
$1.54 Million
1.45% of portfolio
|
Q2 2025
Added 2.15%
|