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 |
|---|---|---|---|---|---|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
6,298
shares
|
$1.32 Million
0.67% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
6,265
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
6,216
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
6,213
shares
|
$1.3 Million
0.78% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,197
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
6,165
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Added 84.58%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
6,162
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,156
shares
|
$1.29 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
6,154
shares
|
$1.29 Million
0.83% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,109
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.76%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jul 30, 2025 Q2 2025 |
6,089
shares
|
$1.27 Million
0.88% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
6,088
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
6,079
shares
|
$1.27 Million
1.14% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
6,067
shares
|
$1.27 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
6,059
shares
|
$1.27 Million
0.51% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,055
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
6,038
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 381.5%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
5,989
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,865
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2023
Reduced 25.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,864
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,861
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
5,857
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,850
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,845
shares
|
$1.22 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
5,841
shares
|
$1.22 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.31%
|