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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,433
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,419
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
5,382
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
5,366
shares
|
$1.12 Million
0.77% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
5,361
shares
|
$1.12 Million
1.09% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
5,350
shares
|
$1.12 Million
0.56% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,346
shares
|
$1.12 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
5,331
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,327
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,279
shares
|
$1.1 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
5,274
shares
|
$1.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
5,273
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 24.69%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
5,263
shares
|
$1.1 Million
0.82% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
5,261
shares
|
$1.1 Million
0.56% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,256
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,250
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
5,249
shares
|
$1.1 Million
0.73% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,242
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
5,225
shares
|
$1.09 Million
0.3% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,224
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
5,213
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
5,196
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,191
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,121
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 39.23%
|