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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,351
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,345
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
7,305
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
7,290
shares
|
$1.52 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,284
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
7,239
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,206
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
7,184
shares
|
$1.5 Million
0.13% of portfolio
|
Q2 2025
Added 54.46%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
7,184
shares
|
$1.5 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,171
shares
|
$1.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
7,171
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,165
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
7,165
shares
|
$1.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
7,133
shares
|
$1.49 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,107
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
7,100
shares
|
$1.48 Million
0.79% of portfolio
|
Q2 2025
Reduced 29.62%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
7,038
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
6,989
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,988
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,977
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
6,966
shares
|
$1.46 Million
1.16% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
6,952
shares
|
$1.45 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,935
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,912
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$1.44 Million
0.97% of portfolio
|
Q4 2022
Added 9.52%
|