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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
6,895
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
6,854
shares
|
$1.43 Million
0.84% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
6,831
shares
|
$1.43 Million
0.7% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,829
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,804
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,765
shares
|
$1.41 Million
0.15% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
6,745
shares
|
$1.41 Million
0.16% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
6,719
shares
|
$1.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
6,668
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
6,665
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
6,664
shares
|
$1.39 Million
1.11% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,656
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,604
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
6,550
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,533
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,533
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
6,466
shares
|
$1.35 Million
0.32% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,465
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
6,461
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,394
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,394
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
6,367
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
6,312
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
6,310
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.31%
|