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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
5,821
shares
|
$1.22 Million
0.35% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5,803
shares
|
$1.21 Million
0.63% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
5,798
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,759
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,752
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
5,743
shares
|
$1.2 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
5,719
shares
|
$1.2 Million
0.68% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,708
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
5,695
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
5,671
shares
|
$1.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,667
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
5,648
shares
|
$1.18 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
5,629
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
5,615
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,612
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Added 210.06%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,593
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
5,564
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,564
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
5,552
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,524
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
5,505
shares
|
$1.15 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,487
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2023
Added 5.03%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
5,474
shares
|
$1.14 Million
0.76% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,469
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,442
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Added 4.69%
|