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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
5,114
shares
|
$1.07 Million
0.75% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,097
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,096
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,070
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Added 56.19%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,069
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,055
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2022
Added 195.1%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
5,046
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,030
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
5,022
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2025
Added 91.1%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,947
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,936
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,907
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
4,888
shares
|
$1.02 Million
0.59% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
4,880
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,867
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
4,813
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
4,805
shares
|
$1 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,793
shares
|
$1 Million
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
4,777
shares
|
$998,631
0.45% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,775
shares
|
$998,213
0.2% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
4,761
shares
|
$995,287
0.11% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,736
shares
|
$990,060
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,728
shares
|
$988,388
0.28% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,728
shares
|
$988,388
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,710
shares
|
$984,625
0.27% of portfolio
|
Q2 2025
Reduced 9.89%
|