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 1,754 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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
331,832
shares
|
$70 Million
0.06% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
316,993
shares
|
$66.9 Million
6.81% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
315,854
shares
|
$66.6 Million
0.12% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
314,540
shares
|
$66.3 Million
0.31% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
306,523
shares
|
$64.7 Million
2.2% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
305,009
shares
|
$64.3 Million
16.82% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
297,801
shares
|
$62.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
281,121
shares
|
$59.3 Million
2.99% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
275,782
shares
|
$58.2 Million
8.25% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
273,786
shares
|
$57.8 Million
1.94% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
270,049
shares
|
$57 Million
0.76% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
268,007
shares
|
$56.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
253,816
shares
|
$53.5 Million
0.09% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
250,167
shares
|
$52.8 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
246,697
shares
|
$52 Million
1.14% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
245,196
shares
|
$51.7 Million
0.14% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
238,826
shares
|
$50.4 Million
0.77% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
236,780
shares
|
$49.9 Million
2.16% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
232,171
shares
|
$49 Million
0.56% of portfolio
|
Q3 2023
Reduced 1.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
231,924
shares
|
$48.9 Million
6.22% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
207,143
shares
|
$43.7 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
205,765
shares
|
$43.4 Million
6.66% of portfolio
|
Q2 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
205,133
shares
|
$43.3 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
203,956
shares
|
$43 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
203,501
shares
|
$42.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.26%
|